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ERSTX vs VIVIX
ERSTX vs VIVIX Comparison
Open Charts ERSTX vs VIVIX
Eaton Vance Large-Cap Value R
Price$24.92
Change+$0.16 (+0.65%)
VolumeN/A
Net Assets1.34B
Vanguard Value Index I
Price$65.64
Change+$0.25 (+0.38%)
VolumeN/A
Net Assets183.65B
ERSTX vs VIVIX Comparison Chart
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ERSTX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. ERSTX (1.34B). VIVIX pays higher dividends than ERSTX: VIVIX (2.35) vs ERSTX (0.81). ERSTX was incepted earlier than VIVIX: ERSTX (21 years) vs VIVIX (27 years). ERSTX (1.28) is less costly to investors than VIVIX (0.04). ERSTX is a more actively managed with annual turnover of: 75.00 vs. VIVIX (9.00). 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 : 5.12 vs. ERSTX (-1.51). VIVIX return over 5 years is better than : 72.19 vs. ERSTX (48.90).
| ERSTX | VIVIX | ERSTX / VIVIX | |
| Total Expense Ratio | 1.28 | 0.04 | 3,200% |
| Annual Report Gross Expense Ratio | 1.28 | 0.04 | 3,200% |
| Fund Existence | 21 years | 27 years | - |
| Gain YTD | -1.915 | -0.942 | 203% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 184B | 1% |
| Annual Yield % from dividends | 0.81 | 2.35 | 34% |
| Returns for 1 year | -1.51 | 5.12 | -30% |
| Returns for 3 years | 11.08 | 20.66 | 54% |
| Returns for 5 years | 48.90 | 72.19 | 68% |
| Returns for 10 years | 33.97 | 96.21 | 35% |
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