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ESIFX vs PRWCX
ESIFX vs PRWCX Comparison
Open Charts ESIFX vs PRWCX
Eaton Vance Balanced R6
Price$11.93
Change+$0.07 (+0.59%)
VolumeN/A
Net Assets1.01B
T. Rowe Price Capital Appreciation
Price$35.25
Change+$0.13 (+0.37%)
VolumeN/A
Net Assets65.29B
ESIFX vs PRWCX Comparison Chart
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ESIFX vs. PRWCX commentary
Jan 19, 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 Hold and PRWCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PRWCX has more cash in the bank: 65.3B vs. ESIFX (1.01B). 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 : 15.11 vs. PRWCX (6.91). ESIFX return over 5 years is better than : 25.77 vs. PRWCX (18.14).
| 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 | 1.102 | 1.820 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 65.3B | 2% |
| Annual Yield % from dividends | 1.63 | 1.97 | 83% |
| Returns for 1 year | 15.11 | 6.91 | 219% |
| Returns for 3 years | 12.56 | 4.08 | 308% |
| Returns for 5 years | 25.77 | 18.14 | 142% |
| Returns for 10 years | N/A | 56.94 | - |
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