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ERIFX vs PRWCX
ERIFX vs PRWCX Comparison
Open Charts ERIFX vs PRWCX
Eaton Vance Balanced R
Price$11.99
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets1.02B
T. Rowe Price Capital Appreciation
Price$36.07
Change+$0.21 (+0.59%)
VolumeN/A
Net Assets66B
ERIFX vs PRWCX Comparison Chart
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ERIFX vs. PRWCX commentary
Jun 07, 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: 66B vs. ERIFX (1.02B). PRWCX pays higher dividends than ERIFX: PRWCX (2.09) 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 : 5.29 vs. PRWCX (1.89). ERIFX return over 5 years is better than : 26.81 vs. PRWCX (18.96).
| 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 | 2.148 | 3.582 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 66B | 2% |
| Annual Yield % from dividends | 1.01 | 2.09 | 48% |
| Returns for 1 year | 5.29 | 1.89 | 280% |
| Returns for 3 years | 21.86 | 11.94 | 183% |
| Returns for 5 years | 26.81 | 18.96 | 141% |
| Returns for 10 years | N/A | 52.88 | - |
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