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EVIFX vs FBONX
EVIFX vs FBONX Comparison
Open Charts EVIFX vs FBONX
Eaton Vance Balanced A
Price$11.06
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets983.67M
American Funds American Balanced 529-F-3
Price$32.96
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets225.48B
EVIFX vs FBONX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 225B vs. EVIFX (984M). FBONX pays higher dividends than EVIFX: FBONX (2.26) vs EVIFX (1.28). EVIFX was incepted earlier than FBONX: EVIFX (93 years) vs FBONX (4 years). EVIFX (0.98) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 171.00 vs. EVIFX (2.00). FBONX has a lower initial minimum investment than EVIFX: FBONX (250) vs EVIFX (1000). EVIFX annual gain was more profitable for investors over the last year : 3.17 vs. FBONX (2.88).
| EVIFX | FBONX | EVIFX / FBONX | |
| Total Expense Ratio | 0.98 | 0.30 | 327% |
| Annual Report Gross Expense Ratio | 0.98 | 0.30 | 327% |
| Fund Existence | 93 years | 4 years | - |
| Gain YTD | -5.881 | -3.622 | 162% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 984M | 225B | 0% |
| Annual Yield % from dividends | 1.28 | 2.26 | 57% |
| Returns for 1 year | 3.17 | 2.88 | 110% |
| Returns for 3 years | 8.66 | 12.09 | 72% |
| Returns for 5 years | 26.72 | N/A | - |
| Returns for 10 years | 38.74 | N/A | - |
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