Ad is loading...
ESIFX vs PRWCX
ESIFX vs PRWCX Comparison
Open Charts ESIFX vs PRWCX
Eaton Vance Balanced R6
Price$12.06
Change-$0.04 (-0.33%)
VolumeN/A
CapitalizationN/A
T. Rowe Price Capital Appreciation
Price$38.84
Change-$0.17 (-0.44%)
VolumeN/A
CapitalizationN/A
ESIFX vs PRWCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ESIFX vs. PRWCX commentary
Dec 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 StrongBuy and PRWCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PRWCX has more cash in the bank: 66.4B vs. ESIFX (1.03B). 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 : 18.66 vs. PRWCX (13.65). PRWCX (31.53) and ESIFX (31.07) have equivalent 5 years return.
| 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 | 17.642 | 14.538 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 66.4B | 2% |
| Annual Yield % from dividends | 1.63 | 1.97 | 83% |
| Returns for 1 year | 18.66 | 13.65 | 137% |
| Returns for 3 years | 11.74 | 10.70 | 110% |
| Returns for 5 years | 31.07 | 31.53 | 99% |
| Returns for 10 years | N/A | 67.73 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...