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ERIFX vs VBINX
ERIFX vs VBINX Comparison
Open Charts ERIFX vs VBINX
Eaton Vance Balanced R
Price$12.01
Change+$0.07 (+0.59%)
VolumeN/A
Net Assets1.01B
Vanguard Balanced Index I
Price$49.69
Change+$0.22 (+0.44%)
VolumeN/A
Net Assets57.48B
ERIFX vs VBINX Comparison Chart
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ERIFX vs. VBINX 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 VBINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VBINX has more cash in the bank: 57.5B vs. ERIFX (1.01B). 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 : 13.64 vs. VBINX (11.65). VBINX return over 5 years is better than : 31.13 vs. ERIFX (25.40).
| 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 | 1.704 | 2.021 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 57.5B | 2% |
| Annual Yield % from dividends | 1.15 | 1.88 | 61% |
| Returns for 1 year | 13.64 | 11.65 | 117% |
| Returns for 3 years | 13.16 | 9.15 | 144% |
| Returns for 5 years | 25.40 | 31.13 | 82% |
| Returns for 10 years | N/A | 83.75 | - |
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