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ESIFX vs PRWCX
ESIFX vs PRWCX Comparison
Open Charts ESIFX vs PRWCX
Eaton Vance Balanced R6
Price$12.01
Change-$0.14 (-1.15%)
VolumeN/A
Net Assets1.03B
T. Rowe Price Capital Appreciation
Price$35.29
Change-$0.33 (-0.93%)
VolumeN/A
Net Assets65.45B
ESIFX vs PRWCX Comparison Chart
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ESIFX vs. PRWCX commentary
Feb 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 Hold.
FUNDAMENTALS
Fundamentals
PRWCX has more cash in the bank: 65.5B vs. ESIFX (1.04B). PRWCX pays higher dividends than ESIFX: PRWCX (1.97) vs ESIFX (1.63). ESIFX was incepted earlier than PRWCX: ESIFX (9 years) vs PRWCX (39 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 : 10.43 vs. PRWCX (2.82). ESIFX return over 5 years is better than : 25.37 vs. PRWCX (17.69).
| ESIFX | PRWCX | ESIFX / PRWCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 39 years | - |
| Gain YTD | 1.780 | 1.935 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 65.5B | 2% |
| Annual Yield % from dividends | 1.63 | 1.97 | 83% |
| Returns for 1 year | 10.43 | 2.82 | 370% |
| Returns for 3 years | 17.35 | 7.31 | 237% |
| Returns for 5 years | 25.37 | 17.69 | 143% |
| Returns for 10 years | N/A | 51.07 | - |
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