Ad is loading...
ESIFX vs PACLX
ESIFX vs PACLX Comparison
Open Charts ESIFX vs PACLX
Eaton Vance Balanced R6
Price$11.93
Change+$0.07 (+0.59%)
VolumeN/A
Net Assets1.01B
T. Rowe Price Capital Appreciation Adv
Price$34.64
Change+$0.12 (+0.35%)
VolumeN/A
Net Assets65.29B
ESIFX vs PACLX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ESIFX vs. PACLX 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 ESIFX is a Hold and PACLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PACLX has more cash in the bank: 65.3B vs. ESIFX (1.01B). PACLX pays higher dividends than ESIFX: PACLX (1.77) vs ESIFX (1.63). ESIFX was incepted earlier than PACLX: ESIFX (9 years) vs PACLX (20 years). PACLX is a more actively managed with annual turnover of: 65.10 vs. ESIFX (2.00). PACLX has a lower initial minimum investment than ESIFX: PACLX (2500) vs ESIFX (5000000). ESIFX annual gain was more profitable for investors over the last year : 14.43 vs. PACLX (6.47). ESIFX return over 5 years is better than : 25.03 vs. PACLX (16.08).
| ESIFX | PACLX | ESIFX / PACLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 20 years | - |
| Gain YTD | 0.508 | 1.763 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 65.3B | 2% |
| Annual Yield % from dividends | 1.63 | 1.77 | 92% |
| Returns for 1 year | 14.43 | 6.47 | 223% |
| Returns for 3 years | 11.90 | 2.96 | 402% |
| Returns for 5 years | 25.03 | 16.08 | 156% |
| Returns for 10 years | N/A | 51.85 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| NFLY | 17.15 | 0.29 | +1.72% |
| YieldMax NFLX Option Income Strategy ETF | |||
| ACWI | 119.60 | 1.01 | +0.85% |
| iShares MSCI ACWI ETF | |||
| MINN | 21.97 | 0.18 | +0.83% |
| Mairs & Power Minnesota Municipal Bd ETF | |||
| XJH | 43.25 | 0.10 | +0.23% |
| iShares® ESG Screened S&P Mid-Cap ETF | |||
| BALT | 31.62 | 0.05 | +0.16% |
| Innovator Defined Wealth Shld ETF | |||