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ERSTX vs VIVAX
ERSTX vs VIVAX Comparison
Open Charts ERSTX vs VIVAX
Eaton Vance Large-Cap Value R
Price$24.11
Change+$1.52 (+6.73%)
VolumeN/A
Net Assets1.42B
Vanguard Value Index I
Price$62.27
Change-$1.68 (-2.63%)
VolumeN/A
Net Assets190.51B
ERSTX vs VIVAX Comparison Chart
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ERSTX vs. VIVAX commentary
Apr 11, 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 Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 191B vs. ERSTX (1.42B). VIVAX pays higher dividends than ERSTX: VIVAX (2.14) vs ERSTX (0.77). ERSTX was incepted earlier than VIVAX: ERSTX (21 years) vs VIVAX (32 years). ERSTX (1.28) is less costly to investors than VIVAX (0.17). 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 : -4.28 vs. ERSTX (-10.00). VIVAX return over 5 years is better than : 58.34 vs. ERSTX (38.04).
| ERSTX | VIVAX | ERSTX / VIVAX | |
| Total Expense Ratio | 1.28 | 0.17 | 753% |
| Annual Report Gross Expense Ratio | 1.28 | 0.17 | 753% |
| Fund Existence | 21 years | 32 years | - |
| Gain YTD | -10.511 | -9.134 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.42B | 191B | 1% |
| Annual Yield % from dividends | 0.77 | 2.14 | 36% |
| Returns for 1 year | -10.00 | -4.28 | 234% |
| Returns for 3 years | -7.51 | 3.07 | -245% |
| Returns for 5 years | 38.04 | 58.34 | 65% |
| Returns for 10 years | 21.66 | 81.51 | 27% |
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