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ERIFX vs PRWCX
ERIFX vs PRWCX Comparison
Open Charts ERIFX vs PRWCX
Eaton Vance Balanced R
Price$12.29
Change-$0.02 (-0.16%)
VolumeN/A
CapitalizationN/A
T. Rowe Price Capital Appreciation
Price$38.41
Change+$0.01 (+0.03%)
VolumeN/A
CapitalizationN/A
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ERIFX vs PRWCX Comparison Chart
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ERIFX vs. PRWCX commentary
Oct 18, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
PRWCX has more cash in the bank: 65.3B vs. ERIFX (998M). PRWCX pays higher dividends than ERIFX: PRWCX (1.97) vs ERIFX (1.15). ERIFX was incepted earlier than PRWCX: ERIFX (8 years) vs PRWCX (38 years). PRWCX is a more actively managed with annual turnover of: 65.10 vs. ERIFX (2.00). 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 : 29.15 vs. PRWCX (19.20). ERIFX return over 5 years is better than : 33.81 vs. PRWCX (30.93).
| ERIFX | PRWCX | ERIFX / PRWCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 38 years | - |
| Gain YTD | 19.164 | 13.241 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 998M | 65.3B | 2% |
| Annual Yield % from dividends | 1.15 | 1.97 | 58% |
| Returns for 1 year | 29.15 | 19.20 | 152% |
| Returns for 3 years | 6.29 | 2.30 | 274% |
| Returns for 5 years | 33.81 | 30.93 | 109% |
| Returns for 10 years | N/A | 63.39 | - |
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