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ESIFX vs VBINX
ESIFX vs VBINX Comparison
Open Charts ESIFX vs VBINX
Eaton Vance Balanced R6
Price$12.06
Change-$0.04 (-0.33%)
VolumeN/A
CapitalizationN/A
Vanguard Balanced Index I
Price$51.17
Change-$0.15 (-0.29%)
VolumeN/A
CapitalizationN/A
ESIFX vs VBINX Comparison Chart
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ESIFX vs. VBINX commentary
Dec 19, 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 StrongBuy and VBINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VBINX has more cash in the bank: 59.3B vs. ESIFX (1.03B). 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 : 18.66 vs. VBINX (14.18). VBINX return over 5 years is better than : 36.38 vs. ESIFX (31.07).
| 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 | 17.642 | 15.824 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 59.3B | 2% |
| Annual Yield % from dividends | 1.63 | 1.88 | 87% |
| Returns for 1 year | 18.66 | 14.18 | 132% |
| Returns for 3 years | 11.74 | 7.63 | 154% |
| Returns for 5 years | 31.07 | 36.38 | 85% |
| Returns for 10 years | N/A | 89.11 | - |
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