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ERSTX vs VIVAX
ERSTX vs VIVAX Comparison
Open Charts ERSTX vs VIVAX
Eaton Vance Large-Cap Value R
Price$25.98
Change+$0.08 (+0.31%)
VolumeN/A
Net Assets1.45B
Vanguard Value Index I
Price$68.17
Change+$0.42 (+0.62%)
VolumeN/A
Net Assets183.52B
ERSTX vs VIVAX Comparison Chart
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ERSTX vs. VIVAX commentary
Jan 19, 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 ERSTX is a StrongBuy and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. ERSTX (1.45B). VIVAX pays higher dividends than ERSTX: VIVAX (2.25) vs ERSTX (0.62). ERSTX was incepted earlier than VIVAX: ERSTX (21 years) vs VIVAX (32 years). ERSTX is a more actively managed with annual turnover of: 68.00 vs. VIVAX (10.00). ERSTX has a lower initial minimum investment than VIVAX: ERSTX (1000) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 18.19 vs. ERSTX (13.30). VIVAX return over 5 years is better than : 44.18 vs. ERSTX (25.05).
| ERSTX | VIVAX | ERSTX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 32 years | - |
| Gain YTD | 2.728 | 3.194 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.45B | 184B | 1% |
| Annual Yield % from dividends | 0.62 | 2.25 | 28% |
| Returns for 1 year | 13.30 | 18.19 | 73% |
| Returns for 3 years | 7.91 | 18.46 | 43% |
| Returns for 5 years | 25.05 | 44.18 | 57% |
| Returns for 10 years | 44.78 | 111.10 | 40% |
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