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ERIFX vs PRWCX
ERIFX vs PRWCX Comparison
Open Charts ERIFX vs PRWCX
Eaton Vance Balanced R
Price$12.70
Change-$0.03 (-0.24%)
VolumeN/A
Net Assets1.08B
T. Rowe Price Capital Appreciation
Price$38.68
Change-$0.05 (-0.13%)
VolumeN/A
Net Assets71.08B
ERIFX vs PRWCX Comparison Chart in %
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ERIFX vs. PRWCX commentary
Oct 08, 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 PRWCX is a Buy.
FUNDAMENTALS
Fundamentals
PRWCX has more cash in the bank: 71.1B vs. ERIFX (1.09B). PRWCX pays higher dividends than ERIFX: PRWCX (1.96) vs ERIFX (0.93). ERIFX was incepted earlier than PRWCX: ERIFX (9 years) vs PRWCX (39 years). ERIFX (1.22) is less costly to investors than PRWCX (0.74). PRWCX is a more actively managed with annual turnover of: 85.00 vs. ERIFX (5.00). ERIFX has a lower initial minimum investment than PRWCX: ERIFX (1000) vs PRWCX (2500). ERIFX annual gain was more profitable for investors over the last year : 6.36 vs. PRWCX (4.44). ERIFX return over 5 years is better than : 28.62 vs. PRWCX (22.55).
| ERIFX | PRWCX | ERIFX / PRWCX | |
| Total Expense Ratio | 1.22 | 0.71 | 172% |
| Annual Report Gross Expense Ratio | 1.22 | 0.74 | 165% |
| Fund Existence | 9 years | 39 years | - |
| Gain YTD | 9.278 | 11.872 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 71.1B | 2% |
| Annual Yield % from dividends | 0.93 | 1.96 | 47% |
| Returns for 1 year | 6.36 | 4.44 | 143% |
| Returns for 3 years | 42.30 | 30.87 | 137% |
| Returns for 5 years | 28.62 | 22.55 | 127% |
| Returns for 10 years | N/A | 64.45 | - |
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