Ad is loading...
ERSTX vs VIVAX
ERSTX vs VIVAX Comparison
Open Charts ERSTX vs VIVAX
Eaton Vance Large-Cap Value R
Price$24.92
Change+$0.16 (+0.65%)
VolumeN/A
Net Assets1.34B
Vanguard Value Index I
Price$65.66
Change+$0.25 (+0.38%)
VolumeN/A
Net Assets183.65B
ERSTX vs VIVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ERSTX vs. VIVAX commentary
May 09, 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: 184B vs. ERSTX (1.34B). VIVAX pays higher dividends than ERSTX: VIVAX (2.22) vs ERSTX (0.81). ERSTX was incepted earlier than VIVAX: ERSTX (21 years) vs VIVAX (33 years). ERSTX (1.28) 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 : 5.12 vs. ERSTX (-1.51). VIVAX return over 5 years is better than : 72.17 vs. ERSTX (48.90).
| 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 | 33 years | - |
| Gain YTD | -1.915 | -0.958 | 200% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 184B | 1% |
| Annual Yield % from dividends | 0.81 | 2.22 | 36% |
| Returns for 1 year | -1.51 | 5.12 | -30% |
| Returns for 3 years | 11.08 | 20.66 | 54% |
| Returns for 5 years | 48.90 | 72.17 | 68% |
| Returns for 10 years | 33.97 | 96.24 | 35% |
View a ticker or compare two or three
VS
VS
Ad is loading...