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ESIFX vs VBINX
ESIFX vs VBINX Comparison
Open Charts ESIFX vs VBINX
Eaton Vance Balanced R6
Price$11.93
Change+$0.07 (+0.59%)
VolumeN/A
Net Assets1.01B
Vanguard Balanced Index I
Price$49.15
Change+$0.28 (+0.57%)
VolumeN/A
Net Assets57.48B
ESIFX vs VBINX Comparison Chart
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ESIFX vs. VBINX 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 VBINX is a Hold.
FUNDAMENTALS
Fundamentals
VBINX has more cash in the bank: 57.5B vs. ESIFX (1.01B). VBINX pays higher dividends than ESIFX: VBINX (1.88) vs ESIFX (1.63). ESIFX was incepted earlier than VBINX: ESIFX (9 years) vs VBINX (32 years). VBINX is a more actively managed with annual turnover of: 19.00 vs. ESIFX (2.00). VBINX has a lower initial minimum investment than ESIFX: VBINX (0) vs ESIFX (5000000). ESIFX annual gain was more profitable for investors over the last year : 14.43 vs. VBINX (12.36). VBINX return over 5 years is better than : 28.62 vs. ESIFX (25.03).
| ESIFX | VBINX | ESIFX / VBINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 32 years | - |
| Gain YTD | 0.508 | 1.361 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 57.5B | 2% |
| Annual Yield % from dividends | 1.63 | 1.88 | 87% |
| Returns for 1 year | 14.43 | 12.36 | 117% |
| Returns for 3 years | 11.90 | 7.57 | 157% |
| Returns for 5 years | 25.03 | 28.62 | 87% |
| Returns for 10 years | N/A | 83.24 | - |
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