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ESIFX vs PACLX
ESIFX vs PACLX Comparison
Open Charts ESIFX vs PACLX
Eaton Vance Balanced R6
Price$12.01
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets1.02B
T. Rowe Price Capital Appreciation Adv
Price$35.20
Change+$0.14 (+0.40%)
VolumeN/A
Net Assets65.69B
ESIFX vs PACLX Comparison Chart
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ESIFX vs. PACLX commentary
Jun 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
PACLX has more cash in the bank: 65.7B vs. ESIFX (1.02B). PACLX pays higher dividends than ESIFX: PACLX (1.87) vs ESIFX (1.50). ESIFX was incepted earlier than PACLX: ESIFX (9 years) vs PACLX (20 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 : 6.95 vs. PACLX (1.95). ESIFX return over 5 years is better than : 31.14 vs. PACLX (18.08).
| 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 | 20 years | - |
| Gain YTD | 1.937 | 2.996 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 65.7B | 2% |
| Annual Yield % from dividends | 1.50 | 1.87 | 80% |
| Returns for 1 year | 6.95 | 1.95 | 357% |
| Returns for 3 years | 23.75 | 11.22 | 212% |
| Returns for 5 years | 31.14 | 18.08 | 172% |
| Returns for 10 years | N/A | 46.79 | - |
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