Ad is loading...
ERSTX vs VIVIX
ERSTX vs VIVIX Comparison
Open Charts ERSTX vs VIVIX
Eaton Vance Large-Cap Value R
Price$25.98
Change+$0.08 (+0.31%)
VolumeN/A
Net Assets1.45B
Vanguard Value Index I
Price$68.15
Change+$0.43 (+0.63%)
VolumeN/A
Net Assets183.52B
ERSTX vs VIVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ERSTX vs. VIVIX commentary
Jan 19, 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 VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. ERSTX (1.45B). VIVIX pays higher dividends than ERSTX: VIVIX (2.37) vs ERSTX (0.62). ERSTX was incepted earlier than VIVIX: ERSTX (21 years) vs VIVIX (27 years). ERSTX is a more actively managed with annual turnover of: 68.00 vs. VIVIX (10.00). ERSTX has a lower initial minimum investment than VIVIX: ERSTX (1000) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 18.21 vs. ERSTX (13.30). VIVIX return over 5 years is better than : 44.19 vs. ERSTX (25.05).
| ERSTX | VIVIX | ERSTX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 27 years | - |
| Gain YTD | 2.728 | 3.211 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.45B | 184B | 1% |
| Annual Yield % from dividends | 0.62 | 2.37 | 26% |
| Returns for 1 year | 13.30 | 18.21 | 73% |
| Returns for 3 years | 7.91 | 18.46 | 43% |
| Returns for 5 years | 25.05 | 44.19 | 57% |
| Returns for 10 years | 44.78 | 111.13 | 40% |
View a ticker or compare two or three
VS
VS
Ad is loading...