Interact to see
Advertisement
Advertisement
ESIFX vs VBINX
ESIFX vs VBINX Comparison
Open Charts ESIFX vs VBINX
Eaton Vance Balanced R6
Price$11.82
Change-$0.16 (-1.34%)
VolumeN/A
Net Assets977.67M
Vanguard Balanced Index I
Price$47.75
Change-$0.63 (-1.30%)
VolumeN/A
Net Assets54.87B
ESIFX vs VBINX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ESIFX vs. VBINX commentary
May 23, 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: 54.9B vs. ESIFX (978M). VBINX pays higher dividends than ESIFX: VBINX (2.09) vs ESIFX (1.56). 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 : 7.33 vs. VBINX (4.46). ESIFX (34.74) and VBINX (33.92) 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 | 1.937 | 0.146 | 1,327% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 978M | 54.9B | 2% |
| Annual Yield % from dividends | 1.56 | 2.09 | 74% |
| Returns for 1 year | 7.33 | 4.46 | 164% |
| Returns for 3 years | 27.40 | 21.23 | 129% |
| Returns for 5 years | 34.74 | 33.92 | 102% |
| Returns for 10 years | N/A | 75.78 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| CMDT | 25.81 | 0.05 | +0.18% |
| PIMCO Commodity Strategy Act Exc-Trd Fd | |||
| HYGV | 40.11 | -0.28 | -0.69% |
| FlexShares HY Val-Scrd Bd | |||
| HYTR | 21.25 | -0.15 | -0.70% |
| Counterpoint High Yield Trend ETF | |||
| SEMI | 24.91 | -0.31 | -1.25% |
| Columbia Select Technology ETF | |||
| IJH | 59.76 | -1.65 | -2.69% |
| iShares Core S&P Mid-Cap ETF | |||