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ERSTX vs VIVAX
ERSTX vs VIVAX Comparison
Open Charts ERSTX vs VIVAX
Eaton Vance Large-Cap Value R
Price$26.23
Change-$0.05 (-0.19%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$67.77
Change-$0.06 (-0.09%)
VolumeN/A
CapitalizationN/A
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ERSTX vs VIVAX Comparison Chart
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ERSTX vs. VIVAX commentary
Sep 21, 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 ERSTX is a StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 183B vs. ERSTX (1.5B). 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 : 23.98 vs. ERSTX (17.00). VIVAX return over 5 years is better than : 55.44 vs. ERSTX (35.92).
| 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 | 11.714 | 16.261 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.5B | 183B | 1% |
| Annual Yield % from dividends | 0.62 | 2.25 | 28% |
| Returns for 1 year | 17.00 | 23.98 | 71% |
| Returns for 3 years | 11.93 | 28.28 | 42% |
| Returns for 5 years | 35.92 | 55.44 | 65% |
| Returns for 10 years | 5.17 | 113.95 | 5% |