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ESIFX vs FBAFX
ESIFX vs FBAFX Comparison
Open Charts ESIFX vs FBAFX
Eaton Vance Balanced R6
Price$12.42
Change+$0.07 (+0.57%)
VolumeN/A
Net Assets1.05B
American Funds American Balanced 529-F-2
Price$36.88
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
ESIFX vs FBAFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 252B vs. ESIFX (1.05B). FBAFX pays higher dividends than ESIFX: FBAFX (2.06) vs ESIFX (1.49). ESIFX was incepted earlier than FBAFX: ESIFX (9 years) vs FBAFX (5 years). ESIFX (0.68) is less costly to investors than FBAFX (0.34). FBAFX is a more actively managed with annual turnover of: 44.00 vs. ESIFX (5.00). FBAFX has a lower initial minimum investment than ESIFX: FBAFX (250) vs ESIFX (5000000). FBAFX annual gain was more profitable for investors over the last year : 8.12 vs. ESIFX (6.96).
| ESIFX | FBAFX | ESIFX / FBAFX | |
| Total Expense Ratio | 0.68 | 0.34 | 200% |
| Annual Report Gross Expense Ratio | 0.68 | 0.34 | 200% |
| Fund Existence | 9 years | 5 years | - |
| Gain YTD | 6.110 | 8.217 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 252B | 0% |
| Annual Yield % from dividends | 1.49 | 2.06 | 72% |
| Returns for 1 year | 6.96 | 8.12 | 86% |
| Returns for 3 years | 33.75 | 37.19 | 91% |
| Returns for 5 years | 34.51 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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