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EVIFX Eaton Vance Balanced A

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Fund EVIFX Eaton Vance Balanced A VWELX Vanguard Wellington™ Inv FPURX Fidelity® Puritan®  
Similarity
?
100% 87% 90%
Annual Fees
?
$102.12
(0.98% Exp. Ratio)
$27.09
(0.26% Exp. Ratio)
$58.35
(0.56% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.20% annual return
$25,601.00 $31,816.33 $29,067.17
Est. savings over 30 yrs +$6,215.34 +$3,466.17
Return
As of 10/31/16
1 YR RETURN 2.26%
3 YR 6.52%
5 YR 9.45%
10 YR 5.96%
1 YR RETURN 4.94%
3 YR 6.52%
5 YR 9.72%
10 YR 6.73%
1 YR RETURN 3.02%
3 YR 6.60%
5 YR 9.67%
10 YR 6.04%
Description
The investment seeks to provide current income and long-term growth of capital. The fund seeks to achieve its investment objective by allocating assets between common stocks and fixed-income securities through its investment in two other registered investment companies managed by Eaton Vance Management or its affiliates (the "Portfolios"). Under normal market conditions, the fund invests between 50% and 75% of its net assets in equity securities by investing in Stock Portfolio and between 25% and 50% of its net assets in fixed-income securities by investing in Core Bond Portfolio.
The investment seeks to provide long-term capital appreciation and moderate current income. The fund invests 60% to 70% of its assets in dividend-paying and, to a lesser extent, non-dividend-paying common stocks of established large companies. The remaining 30% to 40% of the fund's assets are invested mainly in fixed income securities that the advisor believes will generate a moderate level of current income. These securities include investment-grade corporate bonds, with some exposure to U.S. Treasury and government agency bonds, and mortgage-backed securities.
The investment seeks income and capital growth consistent with reasonable risk. The fund invests approximately 60% of assets in stocks and other equity securities and the remainder in bonds and other debt securities, including lower-quality debt securities (those of less than investment-grade quality, also referred to as high yield debt securities or junk bonds), when its outlook is neutral. It invests at least 25% of total assets in fixed-income senior securities (including debt securities and preferred stock).

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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