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ERIFX vs PRWCX
ERIFX vs PRWCX Comparison
Open Charts ERIFX vs PRWCX
Eaton Vance Balanced R
Price$11.22
Change-$0.33 (-2.86%)
VolumeN/A
Net Assets1.03B
T. Rowe Price Capital Appreciation
Price$34.10
Change-$0.76 (-2.18%)
VolumeN/A
Net Assets64.45B
ERIFX vs PRWCX Comparison Chart
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ERIFX vs. PRWCX commentary
Apr 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 Buy.
FUNDAMENTALS
Fundamentals
PRWCX has more cash in the bank: 64.5B vs. ERIFX (1.03B). 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 : 4.62 vs. PRWCX (0.50). PRWCX (43.31) and ERIFX (43.10) have equivalent 5 years return.
| 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 | -1.952 | 0.693 | -282% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 64.5B | 2% |
| Annual Yield % from dividends | 1.04 | 2.15 | 48% |
| Returns for 1 year | 4.62 | 0.50 | 920% |
| Returns for 3 years | 9.10 | 2.27 | 400% |
| Returns for 5 years | 43.10 | 43.31 | 100% |
| Returns for 10 years | N/A | 48.40 | - |
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