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EIIFX vs VBAIX
EIIFX vs VBAIX Comparison
Open Charts EIIFX vs VBAIX
Eaton Vance Balanced I
Price$12.41
Change+$0.06 (+0.49%)
VolumeN/A
Net Assets1.05B
Vanguard Balanced Index I
Price$50.17
Change+$0.22 (+0.44%)
VolumeN/A
Net Assets56.6B
EIIFX vs VBAIX Comparison Chart in %
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EIIFX vs. VBAIX commentary
Jul 04, 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 Buy.
FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 56.6B vs. EIIFX (1.05B). VBAIX pays higher dividends than EIIFX: VBAIX (2.10) vs EIIFX (1.46). EIIFX was incepted earlier than VBAIX: EIIFX (13 years) vs VBAIX (25 years). EIIFX (0.72) is less costly to investors than VBAIX (0.06). VBAIX is a more actively managed with annual turnover of: 22.00 vs. EIIFX (5.00). EIIFX has a lower initial minimum investment than VBAIX: EIIFX (1000000) vs VBAIX (5000000). EIIFX (6.31) and VBAIX (6.04) have marching annual gain over last year. VBAIX (33.69) and EIIFX (33.52) have equivalent 5 years return.
| EIIFX | VBAIX | EIIFX / VBAIX | |
| Total Expense Ratio | 0.72 | 0.06 | 1,200% |
| Annual Report Gross Expense Ratio | 0.72 | 0.06 | 1,200% |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | 5.492 | 3.792 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 56.6B | 2% |
| Annual Yield % from dividends | 1.46 | 2.10 | 69% |
| Returns for 1 year | 6.31 | 6.04 | 105% |
| Returns for 3 years | 32.84 | 27.98 | 117% |
| Returns for 5 years | 33.52 | 33.69 | 99% |
| Returns for 10 years | 64.04 | 86.51 | 74% |
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