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ESIFX vs VBINX
ESIFX vs VBINX Comparison
Open Charts ESIFX vs VBINX
Eaton Vance Balanced R6
Price$12.27
Change-$0.17 (-1.37%)
VolumeN/A
CapitalizationN/A
Vanguard Balanced Index I
Price$50.04
Change-$0.41 (-0.81%)
VolumeN/A
CapitalizationN/A
ESIFX vs VBINX Comparison Chart
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ESIFX vs. VBINX commentary
Nov 18, 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 StrongSell.
FUNDAMENTALS
Fundamentals
VBINX has more cash in the bank: 57.2B vs. ESIFX (988M). 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 : 24.44 vs. VBINX (17.71). VBINX return over 5 years is better than : 35.89 vs. ESIFX (32.25).
| 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 | 18.861 | 13.266 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 988M | 57.2B | 2% |
| Annual Yield % from dividends | 1.63 | 1.88 | 87% |
| Returns for 1 year | 24.44 | 17.71 | 138% |
| Returns for 3 years | 4.26 | 3.52 | 121% |
| Returns for 5 years | 32.25 | 35.89 | 90% |
| Returns for 10 years | N/A | 86.56 | - |
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