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EIIFX vs PRWCX
EIIFX vs PRWCX Comparison
Open Charts EIIFX vs PRWCX
Eaton Vance Balanced I
Price$11.93
Change+$0.07 (+0.59%)
VolumeN/A
Net Assets1.01B
T. Rowe Price Capital Appreciation
Price$35.25
Change+$0.13 (+0.37%)
VolumeN/A
Net Assets65.29B
EIIFX vs PRWCX Comparison Chart
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EIIFX vs. PRWCX commentary
Jan 19, 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 Hold and PRWCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PRWCX has more cash in the bank: 65.3B vs. EIIFX (1.01B). 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 : 14.39 vs. PRWCX (6.91). EIIFX return over 5 years is better than : 24.82 vs. PRWCX (18.14).
| 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 | 0.508 | 1.820 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 65.3B | 2% |
| Annual Yield % from dividends | 1.59 | 1.97 | 81% |
| Returns for 1 year | 14.39 | 6.91 | 208% |
| Returns for 3 years | 11.78 | 4.08 | 289% |
| Returns for 5 years | 24.82 | 18.14 | 137% |
| Returns for 10 years | 56.97 | 56.94 | 100% |
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