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ERIFX vs VBIAX
ERIFX vs VBIAX Comparison
Open Charts ERIFX vs VBIAX
Eaton Vance Balanced R
Price$11.95
Change+$0.01 (+0.08%)
VolumeN/A
CapitalizationN/A
Vanguard Balanced Index Adm
Price$50.84
Change+$0.02 (+0.04%)
VolumeN/A
CapitalizationN/A
ERIFX vs VBIAX Comparison Chart
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ERIFX vs. VBIAX commentary
Dec 27, 2024
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 VBIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 59.3B vs. ERIFX (1.03B). VBIAX pays higher dividends than ERIFX: VBIAX (1.98) vs ERIFX (1.15). ERIFX was incepted earlier than VBIAX: ERIFX (9 years) vs VBIAX (24 years). VBIAX is a more actively managed with annual turnover of: 19.00 vs. ERIFX (2.00). ERIFX has a lower initial minimum investment than VBIAX: ERIFX (1000) vs VBIAX (3000). ERIFX annual gain was more profitable for investors over the last year : 16.49 vs. VBIAX (15.48). VBIAX return over 5 years is better than : 35.45 vs. ERIFX (26.55).
| ERIFX | VBIAX | ERIFX / VBIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 16.042 | 15.118 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 59.3B | 2% |
| Annual Yield % from dividends | 1.15 | 1.98 | 58% |
| Returns for 1 year | 16.49 | 15.48 | 107% |
| Returns for 3 years | 7.89 | 5.69 | 139% |
| Returns for 5 years | 26.55 | 35.45 | 75% |
| Returns for 10 years | N/A | 87.92 | - |
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