ESIFX
Price
$12.01
Change
-$0.11 (-0.91%)
Updated
Jun 13 closing price
Net Assets
1.02B
PRWCX
Price
$36.05
Change
-$0.28 (-0.77%)
Updated
Jun 13 closing price
Net Assets
66.87B
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ESIFX vs PRWCX

Header iconESIFX vs PRWCX Comparison
Open Charts ESIFX vs PRWCXBanner chart's image
Eaton Vance Balanced R6
Price$12.01
Change-$0.11 (-0.91%)
VolumeN/A
Net Assets1.02B
T. Rowe Price Capital Appreciation
Price$36.05
Change-$0.28 (-0.77%)
VolumeN/A
Net Assets66.87B
ESIFX vs PRWCX Comparison Chart
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ESIFX vs. PRWCX commentary
Jun 14, 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.

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FUNDAMENTALS
Fundamentals
PRWCX has more cash in the bank: 66.9B vs. ESIFX (1.02B). PRWCX pays higher dividends than ESIFX: PRWCX (2.09) vs ESIFX (1.50). 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 : 5.35 vs. PRWCX (2.71). ESIFX return over 5 years is better than : 33.98 vs. PRWCX (25.31).
ESIFXPRWCXESIFX / PRWCX
Total Expense Ratio0.680.7196%
Annual Report Gross Expense Ratio0.680.7492%
Fund Existence9 years39 years-
Gain YTD3.5474.93972%
Front LoadN/AN/A-
Min. Initial Investment50000002500200,000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.02B66.9B2%
Annual Yield % from dividends1.502.0972%
Returns for 1 year5.352.71198%
Returns for 3 years34.5322.80151%
Returns for 5 years33.9825.31134%
Returns for 10 yearsN/A54.26-
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