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ERIFX vs PRWCX
ERIFX vs PRWCX Comparison
Open Charts ERIFX vs PRWCX
Eaton Vance Balanced R
Price$12.34
Change+$0.06 (+0.49%)
VolumeN/A
Net Assets1.05B
T. Rowe Price Capital Appreciation
Price$36.98
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets68.1B
ERIFX vs PRWCX Comparison Chart in %
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ERIFX vs. PRWCX commentary
Jul 06, 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 PRWCX is a Buy.
FUNDAMENTALS
Fundamentals
PRWCX has more cash in the bank: 68.1B vs. ERIFX (1.05B). PRWCX pays higher dividends than ERIFX: PRWCX (2.03) vs ERIFX (1.01). 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 : 6.26 vs. PRWCX (3.69). ERIFX return over 5 years is better than : 31.33 vs. PRWCX (25.82).
| 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 | 5.686 | 6.817 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 68.1B | 2% |
| Annual Yield % from dividends | 1.01 | 2.03 | 50% |
| Returns for 1 year | 6.26 | 3.69 | 170% |
| Returns for 3 years | 31.54 | 22.53 | 140% |
| Returns for 5 years | 31.33 | 25.82 | 121% |
| Returns for 10 years | N/A | 57.14 | - |
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