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ESIFX vs VBINX
ESIFX vs VBINX Comparison
Open Charts ESIFX vs VBINX
Eaton Vance Balanced R6
Price$12.27
Change-$0.02 (-0.16%)
VolumeN/A
CapitalizationN/A
Vanguard Balanced Index I
Price$49.86
Change-$0.08 (-0.16%)
VolumeN/A
CapitalizationN/A
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ESIFX vs VBINX Comparison Chart
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ESIFX vs. VBINX commentary
Sep 21, 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 StrongSell and VBINX is a Buy.
FUNDAMENTALS
Fundamentals
VBINX has more cash in the bank: 57.3B vs. ESIFX (979M). VBINX pays higher dividends than ESIFX: VBINX (1.88) vs ESIFX (1.63). ESIFX was incepted earlier than VBINX: ESIFX (8 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 : 24.99 vs. VBINX (16.68). VBINX return over 5 years is better than : 37.23 vs. ESIFX (33.83).
| ESIFX | VBINX | ESIFX / VBINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 32 years | - |
| Gain YTD | 17.602 | 11.514 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 979M | 57.3B | 2% |
| Annual Yield % from dividends | 1.63 | 1.88 | 87% |
| Returns for 1 year | 24.99 | 16.68 | 150% |
| Returns for 3 years | 5.73 | 5.05 | 114% |
| Returns for 5 years | 33.83 | 37.23 | 91% |
| Returns for 10 years | N/A | 87.08 | - |
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