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ERIFX vs PRWCX
ERIFX vs PRWCX Comparison
Open Charts ERIFX vs PRWCX
Eaton Vance Balanced R
Price$12.65
Change+$0.09 (+0.72%)
VolumeN/A
Net Assets1.09B
T. Rowe Price Capital Appreciation
Price$38.44
Change+$0.28 (+0.73%)
VolumeN/A
Net Assets70.23B
ERIFX vs PRWCX Comparison Chart in %
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ERIFX vs. PRWCX commentary
Nov 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 ERIFX is a Hold and PRWCX is a Hold.
FUNDAMENTALS
Fundamentals
PRWCX has more cash in the bank: 70.2B vs. ERIFX (1.09B). PRWCX pays higher dividends than ERIFX: PRWCX (1.93) vs ERIFX (0.92). ERIFX was incepted earlier than PRWCX: ERIFX (10 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 : 2.82 vs. PRWCX (0.93). ERIFX return over 5 years is better than : 24.38 vs. PRWCX (15.54).
| ERIFX | PRWCX | ERIFX / PRWCX | |
| Total Expense Ratio | 1.22 | 0.71 | 172% |
| Annual Report Gross Expense Ratio | 1.22 | 0.74 | 165% |
| Fund Existence | 10 years | 39 years | - |
| Gain YTD | 7.819 | 10.225 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 70.2B | 2% |
| Annual Yield % from dividends | 0.92 | 1.93 | 48% |
| Returns for 1 year | 2.82 | 0.93 | 304% |
| Returns for 3 years | 32.92 | 21.82 | 151% |
| Returns for 5 years | 24.38 | 15.54 | 157% |
| Returns for 10 years | N/A | 58.02 | - |
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