Ad is loading...
EVIFX vs VBAIX
EVIFX vs VBAIX Comparison
Open Charts EVIFX vs VBAIX
Eaton Vance Balanced A
Price$11.86
Change+$0.09 (+0.76%)
VolumeN/A
CapitalizationN/A
Vanguard Balanced Index I
Price$50.34
Change+$0.38 (+0.76%)
VolumeN/A
CapitalizationN/A
EVIFX vs VBAIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
EVIFX vs. VBAIX commentary
Dec 23, 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 EVIFX is a StrongBuy and VBAIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VBAIX has more cash in the bank: 59.3B vs. EVIFX (1.03B). 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 : 15.76 vs. VBAIX (14.52). VBAIX return over 5 years is better than : 34.12 vs. EVIFX (26.68).
| 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 | 15.093 | 14.010 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 59.3B | 2% |
| Annual Yield % from dividends | 1.37 | 1.99 | 69% |
| Returns for 1 year | 15.76 | 14.52 | 109% |
| Returns for 3 years | 8.46 | 5.71 | 148% |
| Returns for 5 years | 26.68 | 34.12 | 78% |
| Returns for 10 years | 53.45 | 86.85 | 62% |
View a ticker or compare two or three
VS
VS
Ad is loading...