Ad is loading...
ESIFX vs VBIAX
ESIFX vs VBIAX Comparison
Open Charts ESIFX vs VBIAX
Eaton Vance Balanced R6
Price$12.06
Change-$0.04 (-0.33%)
VolumeN/A
CapitalizationN/A
Vanguard Balanced Index Adm
Price$51.17
Change-$0.16 (-0.31%)
VolumeN/A
CapitalizationN/A
ESIFX vs VBIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ESIFX vs. VBIAX commentary
Dec 19, 2024
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 VBIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 59.3B vs. ESIFX (1.03B). 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 : 18.66 vs. VBIAX (14.26). VBIAX return over 5 years is better than : 36.75 vs. ESIFX (31.07).
| 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 | 17.642 | 15.911 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 59.3B | 2% |
| Annual Yield % from dividends | 1.63 | 1.98 | 82% |
| Returns for 1 year | 18.66 | 14.26 | 131% |
| Returns for 3 years | 11.74 | 7.81 | 150% |
| Returns for 5 years | 31.07 | 36.75 | 85% |
| Returns for 10 years | N/A | 90.21 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...