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EIIFX vs VBAIX
EIIFX vs VBAIX Comparison
Open Charts EIIFX vs VBAIX
Eaton Vance Balanced I
Price$12.01
Change-$0.14 (-1.15%)
VolumeN/A
Net Assets1.03B
Vanguard Balanced Index I
Price$49.40
Change-$0.49 (-0.98%)
VolumeN/A
Net Assets58.54B
EIIFX vs VBAIX Comparison Chart
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EIIFX vs. VBAIX 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 VBAIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 58.5B vs. EIIFX (1.04B). 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 : 10.38 vs. VBAIX (9.08). VBAIX return over 5 years is better than : 28.16 vs. EIIFX (25.16).
| 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 | 1.780 | 1.877 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 58.5B | 2% |
| Annual Yield % from dividends | 1.59 | 1.99 | 80% |
| Returns for 1 year | 10.38 | 9.08 | 114% |
| Returns for 3 years | 17.33 | 12.93 | 134% |
| Returns for 5 years | 25.16 | 28.16 | 89% |
| Returns for 10 years | 53.68 | 80.12 | 67% |
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