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ERIFX vs PRWCX
ERIFX vs PRWCX Comparison
Open Charts ERIFX vs PRWCX
Eaton Vance Balanced R
Price$12.20
Change-$0.16 (-1.29%)
VolumeN/A
CapitalizationN/A
T. Rowe Price Capital Appreciation
Price$38.21
Change-$0.44 (-1.14%)
VolumeN/A
CapitalizationN/A
ERIFX vs PRWCX Comparison Chart
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ERIFX vs. PRWCX commentary
Nov 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 StrongSell and PRWCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PRWCX has more cash in the bank: 65.1B vs. ERIFX (988M). PRWCX pays higher dividends than ERIFX: PRWCX (1.97) vs ERIFX (1.15). ERIFX was incepted earlier than PRWCX: ERIFX (9 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 : 23.83 vs. PRWCX (16.48). ERIFX return over 5 years is better than : 29.45 vs. PRWCX (26.96).
| ERIFX | PRWCX | ERIFX / PRWCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 38 years | - |
| Gain YTD | 18.291 | 12.681 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 988M | 65.1B | 2% |
| Annual Yield % from dividends | 1.15 | 1.97 | 58% |
| Returns for 1 year | 23.83 | 16.48 | 145% |
| Returns for 3 years | 2.93 | -0.54 | -543% |
| Returns for 5 years | 29.45 | 26.96 | 109% |
| Returns for 10 years | N/A | 52.99 | - |
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