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ESIFX vs PACLX
ESIFX vs PACLX Comparison
Open Charts ESIFX vs PACLX
Eaton Vance Balanced R6
Price$12.42
Change+$0.07 (+0.57%)
VolumeN/A
Net Assets1.05B
T. Rowe Price Capital Appreciation Adv
Price$36.30
Change+$0.16 (+0.44%)
VolumeN/A
Net Assets68.1B
ESIFX vs PACLX Comparison Chart in %
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ESIFX vs. PACLX commentary
Jul 05, 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 StrongBuy and PACLX is a Buy.
FUNDAMENTALS
Fundamentals
PACLX has more cash in the bank: 68.1B vs. ESIFX (1.05B). PACLX pays higher dividends than ESIFX: PACLX (1.82) vs ESIFX (1.49). ESIFX was incepted earlier than PACLX: ESIFX (9 years) vs PACLX (21 years). PACLX (1.00) is less costly to investors than ESIFX (0.68). PACLX is a more actively managed with annual turnover of: 85.00 vs. ESIFX (5.00). 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 : 6.96 vs. PACLX (3.28). ESIFX return over 5 years is better than : 34.51 vs. PACLX (23.67).
| ESIFX | PACLX | ESIFX / PACLX | |
| Total Expense Ratio | 0.68 | 0.97 | 70% |
| Annual Report Gross Expense Ratio | 0.68 | 1.00 | 68% |
| Fund Existence | 9 years | 21 years | - |
| Gain YTD | 6.110 | 6.639 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 68.1B | 2% |
| Annual Yield % from dividends | 1.49 | 1.82 | 82% |
| Returns for 1 year | 6.96 | 3.28 | 212% |
| Returns for 3 years | 33.75 | 21.23 | 159% |
| Returns for 5 years | 34.51 | 23.67 | 146% |
| Returns for 10 years | N/A | 52.09 | - |
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