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ESIFX vs VBINX
ESIFX vs VBINX Comparison
Open Charts ESIFX vs VBINX
Eaton Vance Balanced R6
Price$11.27
Change+$0.56 (+5.23%)
VolumeN/A
Net Assets983.67M
Vanguard Balanced Index I
Price$44.69
Change-$1.08 (-2.36%)
VolumeN/A
Net Assets55.53B
ESIFX vs VBINX Comparison Chart
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ESIFX vs. VBINX commentary
Apr 11, 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 Buy and VBINX is a Buy.
FUNDAMENTALS
Fundamentals
VBINX has more cash in the bank: 55.5B vs. ESIFX (984M). VBINX pays higher dividends than ESIFX: VBINX (2.09) vs ESIFX (1.56). ESIFX was incepted earlier than VBINX: ESIFX (9 years) vs VBINX (32 years). ESIFX (0.68) is less costly to investors than VBINX (0.18). 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 : -2.50 vs. VBINX (-5.10). ESIFX (26.89) and VBINX (25.80) have equivalent 5 years return.
| ESIFX | VBINX | ESIFX / VBINX | |
| Total Expense Ratio | 0.68 | 0.18 | 378% |
| Annual Report Gross Expense Ratio | 0.68 | 0.18 | 378% |
| Fund Existence | 9 years | 32 years | - |
| Gain YTD | -8.869 | -10.225 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 984M | 55.5B | 2% |
| Annual Yield % from dividends | 1.56 | 2.09 | 75% |
| Returns for 1 year | -2.50 | -5.10 | 49% |
| Returns for 3 years | 3.95 | -0.61 | -644% |
| Returns for 5 years | 26.89 | 25.80 | 104% |
| Returns for 10 years | N/A | 57.73 | - |
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