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ESIFX vs FBONX
ESIFX vs FBONX Comparison
Open Charts ESIFX vs FBONX
Eaton Vance Balanced R6
Price$12.76
Change+$0.05 (+0.39%)
VolumeN/A
Net Assets1.09B
American Funds American Balanced 529-F-3
Price$38.82
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
ESIFX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 263B vs. ESIFX (1.09B). FBONX pays higher dividends than ESIFX: FBONX (1.97) vs ESIFX (1.40). ESIFX was incepted earlier than FBONX: ESIFX (10 years) vs FBONX (5 years). ESIFX (0.68) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 44.00 vs. ESIFX (5.00). FBONX has a lower initial minimum investment than ESIFX: FBONX (250) vs ESIFX (5000000). FBONX annual gain was more profitable for investors over the last year : 9.31 vs. ESIFX (4.43). FBONX return over 5 years is better than : 42.66 vs. ESIFX (27.99).
| ESIFX | FBONX | ESIFX / FBONX | |
| Total Expense Ratio | 0.68 | 0.30 | 227% |
| Annual Report Gross Expense Ratio | 0.68 | 0.30 | 227% |
| Fund Existence | 10 years | 5 years | - |
| Gain YTD | 8.989 | 14.327 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 263B | 0% |
| Annual Yield % from dividends | 1.40 | 1.97 | 71% |
| Returns for 1 year | 4.43 | 9.31 | 48% |
| Returns for 3 years | 36.98 | 42.97 | 86% |
| Returns for 5 years | 27.99 | 42.66 | 66% |
| Returns for 10 years | N/A | N/A | - |
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