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ERIFX vs PACLX
ERIFX vs PACLX Comparison
Open Charts ERIFX vs PACLX
Eaton Vance Balanced R
Price$11.93
Change+$0.14 (+1.19%)
VolumeN/A
Net Assets1.03B
T. Rowe Price Capital Appreciation Adv
Price$34.42
Change-$0.27 (-0.78%)
VolumeN/A
Net Assets65.44B
ERIFX vs PACLX Comparison Chart
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ERIFX vs. PACLX commentary
Mar 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 ERIFX is a Buy and PACLX is a Hold.
FUNDAMENTALS
Fundamentals
PACLX has more cash in the bank: 65.4B vs. ERIFX (1.04B). PACLX pays higher dividends than ERIFX: PACLX (1.77) vs ERIFX (1.15). ERIFX was incepted earlier than PACLX: ERIFX (9 years) vs PACLX (20 years). PACLX is a more actively managed with annual turnover of: 65.10 vs. ERIFX (2.00). ERIFX has a lower initial minimum investment than PACLX: ERIFX (1000) vs PACLX (2500). ERIFX annual gain was more profitable for investors over the last year : 9.62 vs. PACLX (2.57). ERIFX return over 5 years is better than : 31.25 vs. PACLX (23.19).
| ERIFX | PACLX | ERIFX / PACLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 20 years | - |
| Gain YTD | 1.618 | 1.910 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 65.4B | 2% |
| Annual Yield % from dividends | 1.15 | 1.77 | 65% |
| Returns for 1 year | 9.62 | 2.57 | 375% |
| Returns for 3 years | 15.29 | 5.86 | 261% |
| Returns for 5 years | 31.25 | 23.19 | 135% |
| Returns for 10 years | N/A | 46.05 | - |
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