Ad is loading...
ERIFX vs VBINX
ERIFX vs VBINX Comparison
Open Charts ERIFX vs VBINX
Eaton Vance Balanced R
Price$12.29
Change-$0.02 (-0.16%)
VolumeN/A
CapitalizationN/A
Vanguard Balanced Index I
Price$50.17
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
ERIFX vs VBINX Comparison Chart
Loading...
ERIFX vs. VBINX commentary
Oct 18, 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 Buy and VBINX is a Buy.
FUNDAMENTALS
Fundamentals
VBINX has more cash in the bank: 58.1B vs. ERIFX (998M). VBINX pays higher dividends than ERIFX: VBINX (1.88) vs ERIFX (1.15). ERIFX was incepted earlier than VBINX: ERIFX (8 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 : 29.15 vs. VBINX (21.49). VBINX return over 5 years is better than : 39.98 vs. ERIFX (33.81).
| ERIFX | VBINX | ERIFX / VBINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 32 years | - |
| Gain YTD | 19.164 | 13.560 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 998M | 58.1B | 2% |
| Annual Yield % from dividends | 1.15 | 1.88 | 61% |
| Returns for 1 year | 29.15 | 21.49 | 136% |
| Returns for 3 years | 6.29 | 6.90 | 91% |
| Returns for 5 years | 33.81 | 39.98 | 85% |
| Returns for 10 years | N/A | 96.53 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| JFDRX | 19.32 | 0.25 | +1.31% |
| JHancock Financial Industries R6 | |||
| HHDFX | 36.66 | 0.20 | +0.55% |
| Hamlin High Dividend Equity Instl | |||
| BGSRX | 66.25 | 0.24 | +0.36% |
| BlackRock Technology Opportunities R | |||
| BSMDX | 13.39 | 0.02 | +0.15% |
| BlackRock SMID-Cap Growth Equity Instl | |||
| ALGAX | 20.55 | N/A | N/A |
| Alger International Opportunities A | |||