Interact to see
Advertisement
Advertisement
EVIFX vs FBAFX
EVIFX vs FBAFX Comparison
Open Charts EVIFX vs FBAFX
Eaton Vance Balanced A
Price$12.70
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets1.07B
American Funds American Balanced 529-F-2
Price$37.76
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets255.46B
EVIFX vs FBAFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 255B vs. EVIFX (1.07B). FBAFX pays higher dividends than EVIFX: FBAFX (2.04) vs EVIFX (1.21). EVIFX was incepted earlier than FBAFX: EVIFX (93 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 : 8.34 vs. EVIFX (6.37).
| EVIFX | FBAFX | EVIFX / FBAFX | |
| Total Expense Ratio | 0.97 | 0.34 | 285% |
| Annual Report Gross Expense Ratio | 0.97 | 0.34 | 285% |
| Fund Existence | 93 years | 5 years | - |
| Gain YTD | 8.183 | 10.799 | 76% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 255B | 0% |
| Annual Yield % from dividends | 1.21 | 2.04 | 59% |
| Returns for 1 year | 6.37 | 8.34 | 76% |
| Returns for 3 years | 32.12 | 37.73 | 85% |
| Returns for 5 years | 26.61 | N/A | - |
| Returns for 10 years | 69.43 | N/A | - |