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EVIFX vs VBAIX
EVIFX vs VBAIX Comparison
Open Charts EVIFX vs VBAIX
Eaton Vance Balanced A
Price$12.07
Change+$0.08 (+0.67%)
VolumeN/A
Net Assets1.01B
Vanguard Balanced Index I
Price$49.62
Change+$0.11 (+0.22%)
VolumeN/A
Net Assets57.48B
EVIFX vs VBAIX Comparison Chart
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EVIFX vs. VBAIX commentary
Jan 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 EVIFX is a Hold and VBAIX is a Hold.
FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 57.5B vs. EVIFX (1.01B). VBAIX pays higher dividends than EVIFX: VBAIX (1.99) vs EVIFX (1.37). EVIFX was incepted earlier than VBAIX: EVIFX (93 years) vs VBAIX (24 years). VBAIX is a more actively managed with annual turnover of: 19.00 vs. EVIFX (2.00). EVIFX has a lower initial minimum investment than VBAIX: EVIFX (1000) vs VBAIX (5000000). EVIFX annual gain was more profitable for investors over the last year : 14.06 vs. VBAIX (11.98). VBAIX return over 5 years is better than : 30.38 vs. EVIFX (25.64).
| EVIFX | VBAIX | EVIFX / VBAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 93 years | 24 years | - |
| Gain YTD | 1.696 | 2.104 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 57.5B | 2% |
| Annual Yield % from dividends | 1.37 | 1.99 | 69% |
| Returns for 1 year | 14.06 | 11.98 | 117% |
| Returns for 3 years | 14.93 | 11.00 | 136% |
| Returns for 5 years | 25.64 | 30.38 | 84% |
| Returns for 10 years | 54.22 | 84.09 | 64% |
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