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ESIFX vs PACLX
ESIFX vs PACLX Comparison
Open Charts ESIFX vs PACLX
Eaton Vance Balanced R6
Price$12.72
Change+$0.04 (+0.32%)
VolumeN/A
Net Assets1.08B
T. Rowe Price Capital Appreciation Adv
Price$37.80
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets71.07B
ESIFX vs PACLX Comparison Chart in %
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ESIFX vs. PACLX commentary
Oct 19, 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 PACLX is a Hold.
FUNDAMENTALS
Fundamentals
PACLX has more cash in the bank: 71.1B vs. ESIFX (1.09B). PACLX pays higher dividends than ESIFX: PACLX (1.75) vs ESIFX (1.42). ESIFX was incepted earlier than PACLX: ESIFX (9 years) vs PACLX (21 years). PACLX (1.00) is less costly to investors than ESIFX (0.68). PACLX is a more actively managed with annual turnover of: 85.00 vs. ESIFX (5.00). PACLX has a lower initial minimum investment than ESIFX: PACLX (2500) vs ESIFX (5000000). ESIFX annual gain was more profitable for investors over the last year : 4.51 vs. PACLX (2.05). ESIFX return over 5 years is better than : 29.43 vs. PACLX (18.74).
| ESIFX | PACLX | ESIFX / PACLX | |
| Total Expense Ratio | 0.68 | 0.97 | 70% |
| Annual Report Gross Expense Ratio | 0.68 | 1.00 | 68% |
| Fund Existence | 9 years | 21 years | - |
| Gain YTD | 9.075 | 11.046 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 2500 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 71.1B | 2% |
| Annual Yield % from dividends | 1.42 | 1.75 | 81% |
| Returns for 1 year | 4.51 | 2.05 | 220% |
| Returns for 3 years | 42.66 | 27.58 | 155% |
| Returns for 5 years | 29.43 | 18.74 | 157% |
| Returns for 10 years | N/A | 57.50 | - |
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