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ESIFX vs PACLX
ESIFX vs PACLX Comparison
Open Charts ESIFX vs PACLX
Eaton Vance Balanced R6
Price$12.06
Change-$0.04 (-0.33%)
VolumeN/A
CapitalizationN/A
T. Rowe Price Capital Appreciation Adv
Price$38.15
Change-$0.16 (-0.42%)
VolumeN/A
CapitalizationN/A
ESIFX vs PACLX Comparison Chart
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ESIFX vs. PACLX commentary
Dec 19, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
PACLX has more cash in the bank: 66.4B vs. ESIFX (1.03B). 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 : 18.66 vs. PACLX (13.32). ESIFX return over 5 years is better than : 31.07 vs. PACLX (29.42).
| 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 | 17.642 | 14.256 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 66.4B | 2% |
| Annual Yield % from dividends | 1.63 | 1.77 | 92% |
| Returns for 1 year | 18.66 | 13.32 | 140% |
| Returns for 3 years | 11.74 | 9.68 | 121% |
| Returns for 5 years | 31.07 | 29.42 | 106% |
| Returns for 10 years | N/A | 62.56 | - |