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ERIFX vs VBIAX
ERIFX vs VBIAX Comparison
Open Charts ERIFX vs VBIAX
Eaton Vance Balanced R
Price$12.01
Change+$0.07 (+0.59%)
VolumeN/A
Net Assets1.01B
Vanguard Balanced Index Adm
Price$49.68
Change+$0.21 (+0.42%)
VolumeN/A
Net Assets57.48B
ERIFX vs VBIAX Comparison Chart
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ERIFX vs. VBIAX commentary
Jan 31, 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 VBIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 57.5B vs. ERIFX (1.01B). 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 : 13.64 vs. VBIAX (11.73). VBIAX return over 5 years is better than : 31.49 vs. ERIFX (25.40).
| 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 | 1.704 | 2.042 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 57.5B | 2% |
| Annual Yield % from dividends | 1.15 | 1.98 | 58% |
| Returns for 1 year | 13.64 | 11.73 | 116% |
| Returns for 3 years | 13.16 | 9.35 | 141% |
| Returns for 5 years | 25.40 | 31.49 | 81% |
| Returns for 10 years | N/A | 84.84 | - |