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ERIFX vs PRWCX
ERIFX vs PRWCX Comparison
Open Charts ERIFX vs PRWCX
Eaton Vance Balanced R
Price$11.93
Change+$0.14 (+1.19%)
VolumeN/A
Net Assets1.03B
T. Rowe Price Capital Appreciation
Price$35.03
Change-$0.27 (-0.76%)
VolumeN/A
Net Assets65.44B
ERIFX vs PRWCX Comparison Chart
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ERIFX vs. PRWCX commentary
Mar 04, 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 Hold.
FUNDAMENTALS
Fundamentals
PRWCX has more cash in the bank: 65.4B vs. ERIFX (1.04B). PRWCX pays higher dividends than ERIFX: PRWCX (1.97) vs ERIFX (1.15). ERIFX was incepted earlier than PRWCX: ERIFX (9 years) vs PRWCX (39 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 : 9.62 vs. PRWCX (2.96). ERIFX return over 5 years is better than : 31.25 vs. PRWCX (25.34).
| ERIFX | PRWCX | ERIFX / PRWCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 39 years | - |
| Gain YTD | 1.618 | 1.964 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 65.4B | 2% |
| Annual Yield % from dividends | 1.15 | 1.97 | 58% |
| Returns for 1 year | 9.62 | 2.96 | 325% |
| Returns for 3 years | 15.29 | 6.98 | 219% |
| Returns for 5 years | 31.25 | 25.34 | 123% |
| Returns for 10 years | N/A | 50.89 | - |
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