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ERIFX vs PRWCX
ERIFX vs PRWCX Comparison
Open Charts ERIFX vs PRWCX
Eaton Vance Balanced R
Price$11.28
Change+$0.17 (+1.53%)
VolumeN/A
Net Assets983.67M
T. Rowe Price Capital Appreciation
Price$34.34
Change+$0.48 (+1.42%)
VolumeN/A
Net Assets62.27B
ERIFX vs PRWCX Comparison Chart
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ERIFX vs. PRWCX commentary
Apr 25, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
PRWCX has more cash in the bank: 62.3B vs. ERIFX (984M). PRWCX pays higher dividends than ERIFX: PRWCX (2.15) vs ERIFX (1.04). ERIFX was incepted earlier than PRWCX: ERIFX (9 years) vs PRWCX (39 years). ERIFX (1.23) is less costly to investors than PRWCX (0.73). PRWCX is a more actively managed with annual turnover of: 85.00 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 : 3.77 vs. PRWCX (-1.10). ERIFX return over 5 years is better than : 28.22 vs. PRWCX (24.03).
| ERIFX | PRWCX | ERIFX / PRWCX | |
| Total Expense Ratio | 1.23 | 0.71 | 173% |
| Annual Report Gross Expense Ratio | 1.23 | 0.73 | 168% |
| Fund Existence | 9 years | 39 years | - |
| Gain YTD | -5.112 | -2.195 | 233% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 984M | 62.3B | 2% |
| Annual Yield % from dividends | 1.04 | 2.15 | 48% |
| Returns for 1 year | 3.77 | -1.10 | -344% |
| Returns for 3 years | 10.26 | 4.13 | 248% |
| Returns for 5 years | 28.22 | 24.03 | 117% |
| Returns for 10 years | N/A | 44.46 | - |
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