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EAEAX vs GWPDX
EAEAX vs GWPDX Comparison
Open Charts EAEAX vs GWPDX
Eaton Vance Tax-Managed Eq Aset Allc A
Price$36.24
Change-$1.04 (-2.79%)
VolumeN/A
CapitalizationN/A
American Funds Growth Portfolio F3
Price$27.15
Change-$0.94 (-3.35%)
VolumeN/A
CapitalizationN/A
EAEAX vs GWPDX Comparison Chart
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EAEAX vs. GWPDX commentary
Dec 19, 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 EAEAX is a StrongBuy and GWPDX is a Hold.
FUNDAMENTALS
Fundamentals
GWPDX has more cash in the bank: 21.2B vs. EAEAX (813M). GWPDX pays higher dividends than EAEAX: GWPDX (0.91) vs EAEAX (0.48). EAEAX was incepted earlier than GWPDX: EAEAX (23 years) vs GWPDX (8 years). EAEAX is a more actively managed with annual turnover of: 4.00 vs. GWPDX (1.00). EAEAX has a lower initial minimum investment than GWPDX: EAEAX (1000) vs GWPDX (1000000). GWPDX annual gain was more profitable for investors over the last year : 25.87 vs. EAEAX (23.21). EAEAX return over 5 years is better than : 63.65 vs. GWPDX (41.19).
| EAEAX | GWPDX | EAEAX / GWPDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 22.085 | 25.402 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 813M | 21.2B | 4% |
| Annual Yield % from dividends | 0.48 | 0.91 | 53% |
| Returns for 1 year | 23.21 | 25.87 | 90% |
| Returns for 3 years | 20.36 | 6.93 | 294% |
| Returns for 5 years | 63.65 | 41.19 | 155% |
| Returns for 10 years | 107.94 | N/A | - |
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