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ESIFX vs PRWCX
ESIFX vs PRWCX Comparison
Open Charts ESIFX vs PRWCX
Eaton Vance Balanced R6
Price$11.27
Change+$0.56 (+5.23%)
VolumeN/A
Net Assets983.67M
T. Rowe Price Capital Appreciation
Price$34.26
Change+$1.77 (+5.45%)
VolumeN/A
Net Assets63.07B
ESIFX vs PRWCX Comparison Chart
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ESIFX vs. PRWCX commentary
Apr 11, 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 Buy and PRWCX is a Buy.
FUNDAMENTALS
Fundamentals
PRWCX has more cash in the bank: 63.1B vs. ESIFX (984M). PRWCX pays higher dividends than ESIFX: PRWCX (2.15) vs ESIFX (1.56). ESIFX was incepted earlier than PRWCX: ESIFX (9 years) vs PRWCX (39 years). PRWCX (0.73) is less costly to investors than ESIFX (0.68). PRWCX is a more actively managed with annual turnover of: 85.00 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 : -2.50 vs. PRWCX (-6.78). ESIFX return over 5 years is better than : 26.89 vs. PRWCX (20.91).
| ESIFX | PRWCX | ESIFX / PRWCX | |
| Total Expense Ratio | 0.68 | 0.71 | 96% |
| Annual Report Gross Expense Ratio | 0.68 | 0.73 | 93% |
| Fund Existence | 9 years | 39 years | - |
| Gain YTD | -8.869 | -6.153 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 984M | 63.1B | 2% |
| Annual Yield % from dividends | 1.56 | 2.15 | 73% |
| Returns for 1 year | -2.50 | -6.78 | 37% |
| Returns for 3 years | 3.95 | -3.48 | -114% |
| Returns for 5 years | 26.89 | 20.91 | 129% |
| Returns for 10 years | N/A | 38.01 | - |
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