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EIIFX vs VBAIX
EIIFX vs VBAIX Comparison
Open Charts EIIFX vs VBAIX
Eaton Vance Balanced I
Price$11.79
Change-$0.26 (-2.16%)
VolumeN/A
CapitalizationN/A
Vanguard Balanced Index I
Price$50.07
Change-$1.11 (-2.17%)
VolumeN/A
CapitalizationN/A
EIIFX vs VBAIX Comparison Chart
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EIIFX vs. VBAIX 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 VBAIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 59.3B vs. EIIFX (1.03B). VBAIX pays higher dividends than EIIFX: VBAIX (1.99) vs EIIFX (1.59). EIIFX was incepted earlier than VBAIX: EIIFX (12 years) vs VBAIX (24 years). VBAIX is a more actively managed with annual turnover of: 19.00 vs. EIIFX (2.00). EIIFX has a lower initial minimum investment than VBAIX: EIIFX (1000000) vs VBAIX (5000000). EIIFX annual gain was more profitable for investors over the last year : 18.62 vs. VBAIX (14.27). VBAIX return over 5 years is better than : 36.77 vs. EIIFX (30.86).
| EIIFX | VBAIX | EIIFX / VBAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 17.594 | 15.912 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 59.3B | 2% |
| Annual Yield % from dividends | 1.59 | 1.99 | 80% |
| Returns for 1 year | 18.62 | 14.27 | 130% |
| Returns for 3 years | 11.62 | 7.82 | 148% |
| Returns for 5 years | 30.86 | 36.77 | 84% |
| Returns for 10 years | 59.39 | 90.28 | 66% |
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