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ESIFX vs VBIAX
ESIFX vs VBIAX Comparison
Open Charts ESIFX vs VBIAX
Eaton Vance Balanced R6
Price$11.93
Change+$0.07 (+0.59%)
VolumeN/A
Net Assets1.01B
Vanguard Balanced Index Adm
Price$49.14
Change+$0.28 (+0.57%)
VolumeN/A
Net Assets57.48B
ESIFX vs VBIAX Comparison Chart
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ESIFX vs. VBIAX 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 VBIAX is a Hold.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 57.5B vs. ESIFX (1.01B). VBIAX pays higher dividends than ESIFX: VBIAX (1.98) vs ESIFX (1.63). ESIFX was incepted earlier than VBIAX: ESIFX (9 years) vs VBIAX (24 years). VBIAX is a more actively managed with annual turnover of: 19.00 vs. ESIFX (2.00). VBIAX has a lower initial minimum investment than ESIFX: VBIAX (3000) vs ESIFX (5000000). ESIFX annual gain was more profitable for investors over the last year : 15.11 vs. VBIAX (12.42). VBIAX return over 5 years is better than : 28.95 vs. ESIFX (25.77).
| ESIFX | VBIAX | ESIFX / VBIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 1.102 | 1.361 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 57.5B | 2% |
| Annual Yield % from dividends | 1.63 | 1.98 | 82% |
| Returns for 1 year | 15.11 | 12.42 | 122% |
| Returns for 3 years | 12.56 | 7.75 | 162% |
| Returns for 5 years | 25.77 | 28.95 | 89% |
| Returns for 10 years | N/A | 84.29 | - |