Interact to see
Advertisement
Advertisement
ESIFX vs PRWCX
ESIFX vs PRWCX Comparison
Open Charts ESIFX vs PRWCX
Eaton Vance Balanced R6
Price$12.76
Change+$0.05 (+0.39%)
VolumeN/A
Net Assets1.09B
T. Rowe Price Capital Appreciation
Price$38.40
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets70.75B
ESIFX vs PRWCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ESIFX vs. PRWCX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
PRWCX has more cash in the bank: 70.7B vs. ESIFX (1.09B). PRWCX pays higher dividends than ESIFX: PRWCX (1.93) vs ESIFX (1.40). ESIFX was incepted earlier than PRWCX: ESIFX (10 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 : 4.43 vs. PRWCX (2.09). ESIFX return over 5 years is better than : 27.99 vs. PRWCX (16.36).
| ESIFX | PRWCX | ESIFX / PRWCX | |
| Total Expense Ratio | 0.68 | 0.71 | 96% |
| Annual Report Gross Expense Ratio | 0.68 | 0.74 | 92% |
| Fund Existence | 10 years | 39 years | - |
| Gain YTD | 8.989 | 11.005 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 70.7B | 2% |
| Annual Yield % from dividends | 1.40 | 1.93 | 73% |
| Returns for 1 year | 4.43 | 2.09 | 212% |
| Returns for 3 years | 36.98 | 23.35 | 158% |
| Returns for 5 years | 27.99 | 16.36 | 171% |
| Returns for 10 years | N/A | 58.80 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SOXY | 57.72 | 1.06 | +1.86% |
| YieldMax Target 12 Smcndctr Opt Inc ETF | |||
| DYNF | 59.17 | 0.24 | +0.41% |
| iShares U.S. Equity Fac Rotation Act ETF | |||
| XMPT | 21.92 | -0.07 | -0.32% |
| VanEck CEF Municipal Income ETF | |||
| RA | 12.86 | -0.06 | -0.46% |
| Brookfield Real Assets Income Fund | |||
| NTSE | 37.11 | -0.19 | -0.52% |
| WisdomTree Emerging Mkts Effcnt Cr ETF | |||