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ERIFX vs PRWCX
ERIFX vs PRWCX Comparison
Open Charts ERIFX vs PRWCX
Eaton Vance Balanced R
Price$11.62
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets1.01B
T. Rowe Price Capital Appreciation
Price$34.75
Change+$0.09 (+0.26%)
VolumeN/A
Net Assets64.22B
ERIFX vs PRWCX Comparison Chart
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ERIFX vs. PRWCX commentary
Jan 14, 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 Hold.
FUNDAMENTALS
Fundamentals
PRWCX has more cash in the bank: 64.2B vs. ERIFX (1.01B). 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 : 12.48 vs. PRWCX (4.71). ERIFX return over 5 years is better than : 22.38 vs. PRWCX (18.00).
| 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 | -0.852 | 0.116 | -737% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 64.2B | 2% |
| Annual Yield % from dividends | 1.15 | 1.97 | 58% |
| Returns for 1 year | 12.48 | 4.71 | 265% |
| Returns for 3 years | 6.49 | 0.73 | 883% |
| Returns for 5 years | 22.38 | 18.00 | 124% |
| Returns for 10 years | N/A | 54.26 | - |
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