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ERSTX vs VVIAX
ERSTX vs VVIAX Comparison
Open Charts ERSTX vs VVIAX
Eaton Vance Large-Cap Value R
Price$25.90
Change-$0.31 (-1.18%)
VolumeN/A
Net Assets1.49B
Vanguard Value Index Adm
Price$68.79
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
ERSTX vs VVIAX Comparison Chart
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ERSTX vs. VVIAX commentary
Feb 22, 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 VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 193B vs. ERSTX (1.49B). VVIAX pays higher dividends than ERSTX: VVIAX (2.36) vs ERSTX (0.62). ERSTX was incepted earlier than VVIAX: ERSTX (21 years) vs VVIAX (24 years). ERSTX is a more actively managed with annual turnover of: 68.00 vs. VVIAX (10.00). ERSTX has a lower initial minimum investment than VVIAX: ERSTX (1000) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 16.21 vs. ERSTX (10.58). VVIAX return over 5 years is better than : 49.57 vs. ERSTX (27.43).
| ERSTX | VVIAX | ERSTX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 24 years | - |
| Gain YTD | 3.598 | 5.830 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.49B | 193B | 1% |
| Annual Yield % from dividends | 0.62 | 2.36 | 26% |
| Returns for 1 year | 10.58 | 16.21 | 65% |
| Returns for 3 years | 10.59 | 25.04 | 42% |
| Returns for 5 years | 27.43 | 49.57 | 55% |
| Returns for 10 years | 41.58 | 109.78 | 38% |