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ESIFX vs PRWCX
ESIFX vs PRWCX Comparison
Open Charts ESIFX vs PRWCX
Eaton Vance Balanced R6
Price$12.27
Change-$0.17 (-1.37%)
VolumeN/A
CapitalizationN/A
T. Rowe Price Capital Appreciation
Price$38.21
Change-$0.44 (-1.14%)
VolumeN/A
CapitalizationN/A
ESIFX vs PRWCX Comparison Chart
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ESIFX vs. PRWCX commentary
Nov 18, 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 PRWCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PRWCX has more cash in the bank: 65.1B vs. ESIFX (988M). PRWCX pays higher dividends than ESIFX: PRWCX (1.97) vs ESIFX (1.63). ESIFX was incepted earlier than PRWCX: ESIFX (9 years) vs PRWCX (38 years). PRWCX is a more actively managed with annual turnover of: 65.10 vs. ESIFX (2.00). 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 : 24.44 vs. PRWCX (16.48). ESIFX return over 5 years is better than : 32.25 vs. PRWCX (26.96).
| ESIFX | PRWCX | ESIFX / PRWCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 38 years | - |
| Gain YTD | 18.861 | 12.681 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 988M | 65.1B | 2% |
| Annual Yield % from dividends | 1.63 | 1.97 | 83% |
| Returns for 1 year | 24.44 | 16.48 | 148% |
| Returns for 3 years | 4.26 | -0.54 | -791% |
| Returns for 5 years | 32.25 | 26.96 | 120% |
| Returns for 10 years | N/A | 52.99 | - |
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