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ESIFX vs PACLX
ESIFX vs PACLX Comparison
Open Charts ESIFX vs PACLX
Eaton Vance Balanced R6
Price$11.27
Change+$0.56 (+5.23%)
VolumeN/A
Net Assets983.67M
T. Rowe Price Capital Appreciation Adv
Price$33.65
Change+$1.73 (+5.42%)
VolumeN/A
Net Assets63.07B
ESIFX vs PACLX Comparison Chart
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ESIFX vs. PACLX commentary
Apr 11, 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 Buy and PACLX is a Buy.
FUNDAMENTALS
Fundamentals
PACLX has more cash in the bank: 63.1B vs. ESIFX (984M). PACLX pays higher dividends than ESIFX: PACLX (1.92) vs ESIFX (1.56). ESIFX was incepted earlier than PACLX: ESIFX (9 years) vs PACLX (20 years). PACLX (0.99) is less costly to investors than ESIFX (0.68). PACLX is a more actively managed with annual turnover of: 85.00 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 : -2.50 vs. PACLX (-7.13). ESIFX return over 5 years is better than : 26.89 vs. PACLX (18.87).
| ESIFX | PACLX | ESIFX / PACLX | |
| Total Expense Ratio | 0.68 | 0.97 | 70% |
| Annual Report Gross Expense Ratio | 0.68 | 0.99 | 69% |
| Fund Existence | 9 years | 20 years | - |
| Gain YTD | -8.869 | -6.228 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 984M | 63.1B | 2% |
| Annual Yield % from dividends | 1.56 | 1.92 | 81% |
| Returns for 1 year | -2.50 | -7.13 | 35% |
| Returns for 3 years | 3.95 | -4.47 | -88% |
| Returns for 5 years | 26.89 | 18.87 | 142% |
| Returns for 10 years | N/A | 33.59 | - |
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