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ESIFX vs VBINX
ESIFX vs VBINX Comparison
Open Charts ESIFX vs VBINX
Eaton Vance Balanced R6
Price$12.42
Change+$0.07 (+0.57%)
VolumeN/A
Net Assets1.05B
Vanguard Balanced Index I
Price$50.17
Change+$0.22 (+0.44%)
VolumeN/A
Net Assets56.6B
ESIFX vs VBINX Comparison Chart in %
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ESIFX vs. VBINX commentary
Jul 05, 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 VBINX is a Buy.
FUNDAMENTALS
Fundamentals
VBINX has more cash in the bank: 56.6B vs. ESIFX (1.05B). VBINX pays higher dividends than ESIFX: VBINX (1.98) vs ESIFX (1.49). ESIFX was incepted earlier than VBINX: ESIFX (9 years) vs VBINX (33 years). ESIFX (0.68) is less costly to investors than VBINX (0.18). VBINX is a more actively managed with annual turnover of: 22.00 vs. ESIFX (5.00). 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 : 6.96 vs. VBINX (6.42). ESIFX (34.51) and VBINX (33.87) 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 | 33 years | - |
| Gain YTD | 6.110 | 4.208 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 56.6B | 2% |
| Annual Yield % from dividends | 1.49 | 1.98 | 75% |
| Returns for 1 year | 6.96 | 6.42 | 108% |
| Returns for 3 years | 33.75 | 28.30 | 119% |
| Returns for 5 years | 34.51 | 33.87 | 102% |
| Returns for 10 years | N/A | 86.12 | - |
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