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ESIFX vs PRWCX
ESIFX vs PRWCX Comparison
Open Charts ESIFX vs PRWCX
Eaton Vance Balanced R6
Price$11.82
Change-$0.16 (-1.34%)
VolumeN/A
Net Assets977.67M
T. Rowe Price Capital Appreciation
Price$35.39
Change-$0.36 (-1.01%)
VolumeN/A
Net Assets65.74B
ESIFX vs PRWCX Comparison Chart
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ESIFX vs. PRWCX commentary
May 23, 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 PRWCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PRWCX has more cash in the bank: 65.7B vs. ESIFX (978M). PRWCX pays higher dividends than ESIFX: PRWCX (2.15) vs ESIFX (1.56). ESIFX was incepted earlier than PRWCX: ESIFX (9 years) vs PRWCX (39 years). PRWCX (0.74) is less costly to investors than ESIFX (0.68). PRWCX is a more actively managed with annual turnover of: 85.00 vs. ESIFX (5.00). PRWCX has a lower initial minimum investment than ESIFX: PRWCX (2500) vs ESIFX (5000000). ESIFX annual gain was more profitable for investors over the last year : 7.33 vs. PRWCX (1.10). ESIFX return over 5 years is better than : 34.74 vs. PRWCX (26.06).
| ESIFX | PRWCX | ESIFX / PRWCX | |
| Total Expense Ratio | 0.68 | 0.71 | 96% |
| Annual Report Gross Expense Ratio | 0.68 | 0.74 | 92% |
| Fund Existence | 9 years | 39 years | - |
| Gain YTD | 1.937 | 3.264 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 978M | 65.7B | 1% |
| Annual Yield % from dividends | 1.56 | 2.15 | 73% |
| Returns for 1 year | 7.33 | 1.10 | 667% |
| Returns for 3 years | 27.40 | 16.59 | 165% |
| Returns for 5 years | 34.74 | 26.06 | 133% |
| Returns for 10 years | N/A | 50.64 | - |
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