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ERIFX vs VBINX
ERIFX vs VBINX Comparison
Open Charts ERIFX vs VBINX
Eaton Vance Balanced R
Price$11.93
Change+$0.14 (+1.19%)
VolumeN/A
Net Assets1.03B
Vanguard Balanced Index I
Price$49.33
Change+$0.53 (+1.09%)
VolumeN/A
Net Assets58.54B
ERIFX vs VBINX Comparison Chart
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ERIFX vs. VBINX commentary
Mar 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 VBINX is a Buy.
FUNDAMENTALS
Fundamentals
VBINX has more cash in the bank: 58.5B vs. ERIFX (1.04B). VBINX pays higher dividends than ERIFX: VBINX (1.88) vs ERIFX (1.15). ERIFX was incepted earlier than VBINX: ERIFX (9 years) vs VBINX (32 years). VBINX is a more actively managed with annual turnover of: 19.00 vs. ERIFX (2.00). VBINX has a lower initial minimum investment than ERIFX: VBINX (0) vs ERIFX (1000). ERIFX annual gain was more profitable for investors over the last year : 9.62 vs. VBINX (8.39). VBINX return over 5 years is better than : 36.52 vs. ERIFX (31.25).
| ERIFX | VBINX | ERIFX / VBINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 32 years | - |
| Gain YTD | 1.618 | 1.732 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 58.5B | 2% |
| Annual Yield % from dividends | 1.15 | 1.88 | 61% |
| Returns for 1 year | 9.62 | 8.39 | 115% |
| Returns for 3 years | 15.29 | 11.82 | 129% |
| Returns for 5 years | 31.25 | 36.52 | 86% |
| Returns for 10 years | N/A | 79.42 | - |
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