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EIIFX vs PRWCX
EIIFX vs PRWCX Comparison
Open Charts EIIFX vs PRWCX
Eaton Vance Balanced I
Price$12.01
Change-$0.14 (-1.15%)
VolumeN/A
Net Assets1.03B
T. Rowe Price Capital Appreciation
Price$35.29
Change-$0.33 (-0.93%)
VolumeN/A
Net Assets65.45B
EIIFX vs PRWCX Comparison Chart
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EIIFX vs. PRWCX commentary
Feb 23, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is EIIFX is a StrongBuy and PRWCX is a Hold.
FUNDAMENTALS
Fundamentals
PRWCX has more cash in the bank: 65.5B vs. EIIFX (1.04B). PRWCX pays higher dividends than EIIFX: PRWCX (1.97) vs EIIFX (1.59). EIIFX was incepted earlier than PRWCX: EIIFX (12 years) vs PRWCX (39 years). PRWCX is a more actively managed with annual turnover of: 65.10 vs. EIIFX (2.00). PRWCX has a lower initial minimum investment than EIIFX: PRWCX (2500) vs EIIFX (1000000). EIIFX annual gain was more profitable for investors over the last year : 10.38 vs. PRWCX (2.82). EIIFX return over 5 years is better than : 25.16 vs. PRWCX (17.69).
| EIIFX | PRWCX | EIIFX / PRWCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 39 years | - |
| Gain YTD | 1.780 | 1.935 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 65.5B | 2% |
| Annual Yield % from dividends | 1.59 | 1.97 | 81% |
| Returns for 1 year | 10.38 | 2.82 | 369% |
| Returns for 3 years | 17.33 | 7.31 | 237% |
| Returns for 5 years | 25.16 | 17.69 | 142% |
| Returns for 10 years | 53.68 | 51.07 | 105% |