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CFRZX vs EVBLX
CFRZX vs EVBLX Comparison Chart
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CFRZX vs. EVBLX commentary
Apr 28, 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 CFRZX is a Hold and EVBLX is a Hold.
FUNDAMENTALS
Fundamentals
EVBLX has more cash in the bank: 4.53B vs. CFRZX (727M). CFRZX (8.01) and EVBLX (7.88) have matching dividends . CFRZX was incepted earlier than EVBLX: CFRZX (15 years) vs EVBLX (22 years). EVBLX (1.06) is less costly to investors than CFRZX (0.78). CFRZX is a more actively managed with annual turnover of: 80.00 vs. EVBLX (19.00). EVBLX has a lower initial minimum investment than CFRZX: EVBLX (1000) vs CFRZX (2000). CFRZX annual gain was more profitable for investors over the last year : 5.80 vs. EVBLX (5.10). CFRZX return over 5 years is better than : 41.60 vs. EVBLX (36.47).
| CFRZX | EVBLX | CFRZX / EVBLX | |
| Total Expense Ratio | 0.76 | 1.06 | 72% |
| Annual Report Gross Expense Ratio | 0.78 | 1.06 | 74% |
| Fund Existence | 15 years | 22 years | - |
| Gain YTD | -0.227 | -0.761 | 30% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 727M | 4.53B | 16% |
| Annual Yield % from dividends | 8.01 | 7.88 | 102% |
| Returns for 1 year | 5.80 | 5.10 | 114% |
| Returns for 3 years | 18.83 | 17.80 | 106% |
| Returns for 5 years | 41.60 | 36.47 | 114% |
| Returns for 10 years | 50.77 | 47.34 | 107% |
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