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ERSTX vs VIVAX
ERSTX vs VIVAX Comparison
Open Charts ERSTX vs VIVAX
Eaton Vance Large-Cap Value R
Price$26.48
Change+$0.06 (+0.23%)
VolumeN/A
Net Assets1.42B
Vanguard Value Index I
Price$69.34
Change-$0.06 (-0.09%)
VolumeN/A
Net Assets195.18B
ERSTX vs VIVAX Comparison Chart in %
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ERSTX vs. VIVAX commentary
Jul 21, 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 Hold and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. ERSTX (1.42B). VIVAX pays higher dividends than ERSTX: VIVAX (2.06) vs ERSTX (0.71). ERSTX was incepted earlier than VIVAX: ERSTX (21 years) vs VIVAX (33 years). ERSTX (1.25) is less costly to investors than VIVAX (0.17). ERSTX is a more actively managed with annual turnover of: 75.00 vs. VIVAX (9.00). 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 : 6.94 vs. ERSTX (4.74). VIVAX return over 5 years is better than : 71.73 vs. ERSTX (50.34).
| ERSTX | VIVAX | ERSTX / VIVAX | |
| Total Expense Ratio | 1.25 | 0.17 | 735% |
| Annual Report Gross Expense Ratio | 1.25 | 0.17 | 735% |
| Fund Existence | 21 years | 33 years | - |
| Gain YTD | 5.139 | 5.013 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.42B | 195B | 1% |
| Annual Yield % from dividends | 0.71 | 2.06 | 34% |
| Returns for 1 year | 4.74 | 6.94 | 68% |
| Returns for 3 years | 21.20 | 32.59 | 65% |
| Returns for 5 years | 50.34 | 71.73 | 70% |
| Returns for 10 years | 47.22 | 110.46 | 43% |
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