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ERSTX vs VIVAX
ERSTX vs VIVAX Comparison
Open Charts ERSTX vs VIVAX
Eaton Vance Large-Cap Value R
Price$26.21
Change+$0.05 (+0.19%)
VolumeN/A
Net Assets1.39B
Vanguard Value Index I
Price$68.95
Change+$0.24 (+0.35%)
VolumeN/A
Net Assets188.77B
ERSTX vs VIVAX Comparison Chart in %
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ERSTX vs. VIVAX commentary
Jun 30, 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 Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. ERSTX (1.39B). VIVAX pays higher dividends than ERSTX: VIVAX (2.16) vs ERSTX (0.77). 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 : 10.56 vs. ERSTX (5.24). VIVAX return over 5 years is better than : 82.89 vs. ERSTX (59.19).
| 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 | 4.067 | 4.402 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.39B | 189B | 1% |
| Annual Yield % from dividends | 0.77 | 2.16 | 36% |
| Returns for 1 year | 5.24 | 10.56 | 50% |
| Returns for 3 years | 20.78 | 33.24 | 63% |
| Returns for 5 years | 59.19 | 82.89 | 71% |
| Returns for 10 years | 47.62 | 112.46 | 42% |
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