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ESIFX vs PACLX
ESIFX vs PACLX Comparison
Open Charts ESIFX vs PACLX
Eaton Vance Balanced R6
Price$12.75
Change-$0.03 (-0.23%)
VolumeN/A
Net Assets1.08B
T. Rowe Price Capital Appreciation Adv
Price$37.24
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets69.83B
ESIFX vs PACLX Comparison Chart in %
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ESIFX vs. PACLX commentary
Sep 18, 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: 69.8B vs. ESIFX (1.08B). PACLX pays higher dividends than ESIFX: PACLX (1.77) vs ESIFX (1.46). 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 : 6.73 vs. PACLX (2.33). ESIFX return over 5 years is better than : 34.51 vs. PACLX (21.22).
| 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 | 9.589 | 9.489 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 69.8B | 2% |
| Annual Yield % from dividends | 1.46 | 1.77 | 82% |
| Returns for 1 year | 6.73 | 2.33 | 289% |
| Returns for 3 years | 38.59 | 21.76 | 177% |
| Returns for 5 years | 34.51 | 21.22 | 163% |
| Returns for 10 years | N/A | 58.87 | - |
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