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ESIFX vs FBONX
ESIFX vs FBONX Comparison
Open Charts ESIFX vs FBONX
Eaton Vance Balanced R6
Price$11.82
Change-$0.16 (-1.34%)
VolumeN/A
Net Assets977.67M
American Funds American Balanced 529-F-3
Price$34.89
Change-$0.39 (-1.11%)
VolumeN/A
Net Assets240.4B
ESIFX vs FBONX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 240B vs. ESIFX (978M). FBONX pays higher dividends than ESIFX: FBONX (2.26) vs ESIFX (1.56). ESIFX was incepted earlier than FBONX: ESIFX (9 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). ESIFX annual gain was more profitable for investors over the last year : 7.33 vs. FBONX (4.62).
| ESIFX | FBONX | ESIFX / FBONX | |
| Total Expense Ratio | 0.68 | 0.30 | 227% |
| Annual Report Gross Expense Ratio | 0.68 | 0.30 | 227% |
| Fund Existence | 9 years | 5 years | - |
| Gain YTD | 1.937 | 2.021 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 250 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 978M | 240B | 0% |
| Annual Yield % from dividends | 1.56 | 2.26 | 69% |
| Returns for 1 year | 7.33 | 4.62 | 159% |
| Returns for 3 years | 27.40 | 25.89 | 106% |
| Returns for 5 years | 34.74 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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