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ESIFX vs VBIAX
ESIFX vs VBIAX Comparison
Open Charts ESIFX vs VBIAX
Eaton Vance Balanced R6
Price$12.01
Change-$0.14 (-1.15%)
VolumeN/A
Net Assets1.03B
Vanguard Balanced Index Adm
Price$49.39
Change-$0.49 (-0.98%)
VolumeN/A
Net Assets58.54B
ESIFX vs VBIAX Comparison Chart
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ESIFX vs. VBIAX 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 VBIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VBIAX has more cash in the bank: 58.5B vs. ESIFX (1.04B). 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 : 10.43 vs. VBIAX (9.07). VBIAX return over 5 years is better than : 28.13 vs. ESIFX (25.37).
| 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 | 1.780 | 1.877 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 58.5B | 2% |
| Annual Yield % from dividends | 1.63 | 1.98 | 82% |
| Returns for 1 year | 10.43 | 9.07 | 115% |
| Returns for 3 years | 17.35 | 12.92 | 134% |
| Returns for 5 years | 25.37 | 28.13 | 90% |
| Returns for 10 years | N/A | 79.99 | - |
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