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ESIFX vs VBAIX
ESIFX vs VBAIX Comparison
Open Charts ESIFX vs VBAIX
Eaton Vance Balanced R6
Price$12.01
Change-$0.14 (-1.15%)
VolumeN/A
Net Assets1.03B
Vanguard Balanced Index I
Price$49.40
Change-$0.49 (-0.98%)
VolumeN/A
Net Assets58.54B
ESIFX vs VBAIX Comparison Chart
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ESIFX vs. VBAIX 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 VBAIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 58.5B vs. ESIFX (1.04B). VBAIX pays higher dividends than ESIFX: VBAIX (1.99) vs ESIFX (1.63). ESIFX was incepted earlier than VBAIX: ESIFX (9 years) vs VBAIX (24 years). VBAIX is a more actively managed with annual turnover of: 19.00 vs. ESIFX (2.00). ESIFX (5000000) and VBAIX (5000000) have matching initial minimum investment requirements. ESIFX annual gain was more profitable for investors over the last year : 10.43 vs. VBAIX (9.08). VBAIX return over 5 years is better than : 28.16 vs. ESIFX (25.37).
| ESIFX | VBAIX | ESIFX / VBAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 1.780 | 1.877 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 58.5B | 2% |
| Annual Yield % from dividends | 1.63 | 1.99 | 82% |
| Returns for 1 year | 10.43 | 9.08 | 115% |
| Returns for 3 years | 17.35 | 12.93 | 134% |
| Returns for 5 years | 25.37 | 28.16 | 90% |
| Returns for 10 years | N/A | 80.12 | - |
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