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EIIFX vs PRWCX
EIIFX vs PRWCX Comparison
Open Charts EIIFX vs PRWCX
Eaton Vance Balanced I
Price$11.79
Change-$0.26 (-2.16%)
VolumeN/A
CapitalizationN/A
T. Rowe Price Capital Appreciation
Price$34.62
Change-$4.22 (-10.87%)
VolumeN/A
CapitalizationN/A
EIIFX vs PRWCX Comparison Chart
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EIIFX vs. PRWCX commentary
Dec 19, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
PRWCX has more cash in the bank: 66.1B vs. EIIFX (1.03B). PRWCX pays higher dividends than EIIFX: PRWCX (1.97) vs EIIFX (1.59). EIIFX was incepted earlier than PRWCX: EIIFX (12 years) vs PRWCX (38 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 : 18.62 vs. PRWCX (13.65). PRWCX (31.53) and EIIFX (30.86) have equivalent 5 years return.
| EIIFX | PRWCX | EIIFX / PRWCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 38 years | - |
| Gain YTD | 17.594 | 14.538 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 66.1B | 2% |
| Annual Yield % from dividends | 1.59 | 1.97 | 81% |
| Returns for 1 year | 18.62 | 13.65 | 136% |
| Returns for 3 years | 11.62 | 10.70 | 109% |
| Returns for 5 years | 30.86 | 31.53 | 98% |
| Returns for 10 years | 59.39 | 67.73 | 88% |
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