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ERIFX vs PACLX
ERIFX vs PACLX Comparison
Open Charts ERIFX vs PACLX
Eaton Vance Balanced R
Price$11.28
Change+$0.17 (+1.53%)
VolumeN/A
Net Assets983.67M
T. Rowe Price Capital Appreciation Adv
Price$33.73
Change+$0.47 (+1.41%)
VolumeN/A
Net Assets62.27B
ERIFX vs PACLX Comparison Chart
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ERIFX vs. PACLX commentary
Apr 25, 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 StrongBuy and PACLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PACLX has more cash in the bank: 62.3B vs. ERIFX (984M). PACLX pays higher dividends than ERIFX: PACLX (1.92) vs ERIFX (1.04). ERIFX was incepted earlier than PACLX: ERIFX (9 years) vs PACLX (20 years). ERIFX (1.23) is less costly to investors than PACLX (0.99). PACLX is a more actively managed with annual turnover of: 85.00 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 : 3.77 vs. PACLX (-1.46). ERIFX return over 5 years is better than : 28.22 vs. PACLX (21.90).
| ERIFX | PACLX | ERIFX / PACLX | |
| Total Expense Ratio | 1.23 | 0.97 | 127% |
| Annual Report Gross Expense Ratio | 1.23 | 0.99 | 124% |
| Fund Existence | 9 years | 20 years | - |
| Gain YTD | -5.112 | -2.291 | 223% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 984M | 62.3B | 2% |
| Annual Yield % from dividends | 1.04 | 1.92 | 54% |
| Returns for 1 year | 3.77 | -1.46 | -258% |
| Returns for 3 years | 10.26 | 3.06 | 336% |
| Returns for 5 years | 28.22 | 21.90 | 129% |
| Returns for 10 years | N/A | 39.82 | - |
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