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CFRZX vs EVBLX
CFRZX vs EVBLX Comparison Chart
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CFRZX vs. EVBLX commentary
May 25, 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: 4.18B vs. CFRZX (744M). CFRZX (7.92) and EVBLX (7.89) 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 (31.00). 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 : 6.65 vs. EVBLX (5.32). CFRZX return over 5 years is better than : 40.41 vs. EVBLX (36.26).
| 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 | 1.403 | 0.470 | 298% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 2000 | 1000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 744M | 4.18B | 18% |
| Annual Yield % from dividends | 7.92 | 7.89 | 100% |
| Returns for 1 year | 6.65 | 5.32 | 125% |
| Returns for 3 years | 25.36 | 23.47 | 108% |
| Returns for 5 years | 40.41 | 36.26 | 111% |
| Returns for 10 years | 52.89 | 49.04 | 108% |
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