Ad is loading...
ESIFX vs PACLX
ESIFX vs PACLX Comparison
Open Charts ESIFX vs PACLX
Eaton Vance Balanced R6
Price$12.27
Change-$0.02 (-0.16%)
VolumeN/A
CapitalizationN/A
T. Rowe Price Capital Appreciation Adv
Price$37.32
Change-$0.12 (-0.32%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
ESIFX vs PACLX Comparison Chart
Loading...
ESIFX vs. PACLX commentary
Sep 21, 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 StrongSell and PACLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PACLX has more cash in the bank: 64.8B vs. ESIFX (979M). PACLX pays higher dividends than ESIFX: PACLX (1.77) vs ESIFX (1.63). ESIFX was incepted earlier than PACLX: ESIFX (8 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 : 24.99 vs. PACLX (14.88). ESIFX return over 5 years is better than : 33.83 vs. PACLX (25.78).
| ESIFX | PACLX | ESIFX / PACLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 20 years | - |
| Gain YTD | 17.602 | 10.872 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 979M | 64.8B | 2% |
| Annual Yield % from dividends | 1.63 | 1.77 | 92% |
| Returns for 1 year | 24.99 | 14.88 | 168% |
| Returns for 3 years | 5.73 | 0.29 | 1,963% |
| Returns for 5 years | 33.83 | 25.78 | 131% |
| Returns for 10 years | N/A | 50.02 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...