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EVIFX vs FBAFX
EVIFX vs FBAFX Comparison
Open Charts EVIFX vs FBAFX
Eaton Vance Balanced A
Price$12.85
Change+$0.13 (+1.02%)
VolumeN/A
Net Assets1.09B
American Funds American Balanced 529-F-2
Price$39.18
Change+$0.47 (+1.21%)
VolumeN/A
Net Assets265.63B
EVIFX vs FBAFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 266B vs. EVIFX (1.09B). FBAFX pays higher dividends than EVIFX: FBAFX (1.94) vs EVIFX (1.13). EVIFX was incepted earlier than FBAFX: EVIFX (94 years) vs FBAFX (5 years). EVIFX (0.97) is less costly to investors than FBAFX (0.34). FBAFX is a more actively managed with annual turnover of: 44.00 vs. EVIFX (5.00). FBAFX has a lower initial minimum investment than EVIFX: FBAFX (250) vs EVIFX (1000). FBAFX annual gain was more profitable for investors over the last year : 9.96 vs. EVIFX (3.70). FBAFX return over 5 years is better than : 43.51 vs. EVIFX (25.44).
| EVIFX | FBAFX | EVIFX / FBAFX | |
| Total Expense Ratio | 0.97 | 0.34 | 285% |
| Annual Report Gross Expense Ratio | 0.97 | 0.34 | 285% |
| Fund Existence | 94 years | 5 years | - |
| Gain YTD | 8.926 | 16.474 | 54% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 266B | 0% |
| Annual Yield % from dividends | 1.13 | 1.94 | 59% |
| Returns for 1 year | 3.70 | 9.96 | 37% |
| Returns for 3 years | 34.30 | 43.48 | 79% |
| Returns for 5 years | 25.44 | 43.51 | 58% |
| Returns for 10 years | 65.35 | N/A | - |
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