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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$34.91
Change-$0.85 (-2.38%)
VolumeN/A
Net Assets796.77M
American Funds Growth Portfolio F3
Price$24.31
Change-$0.77 (-3.07%)
VolumeN/A
Net Assets20.25B
EAEAX vs GWPDX Comparison Chart
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EAEAX vs. GWPDX commentary
Mar 11, 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 EAEAX is a Hold and GWPDX is a Hold.
FUNDAMENTALS
Fundamentals
GWPDX has more cash in the bank: 20.3B vs. EAEAX (797M). GWPDX pays higher dividends than EAEAX: GWPDX (0.75) vs EAEAX (0.10). EAEAX was incepted earlier than GWPDX: EAEAX (23 years) vs GWPDX (8 years). EAEAX (1.73) is less costly to investors than GWPDX (0.38). EAEAX has a lower initial minimum investment than GWPDX: EAEAX (1000) vs GWPDX (1000000). EAEAX annual gain was more profitable for investors over the last year : 9.67 vs. GWPDX (1.24). EAEAX return over 5 years is better than : 85.35 vs. GWPDX (52.44).
| EAEAX | GWPDX | EAEAX / GWPDX | |
| Total Expense Ratio | 1.22 | 0.38 | 321% |
| Annual Report Gross Expense Ratio | 1.73 | 0.38 | 455% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | -0.501 | -4.554 | 11% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 797M | 20.3B | 4% |
| Annual Yield % from dividends | 0.10 | 0.75 | 14% |
| Returns for 1 year | 9.67 | 1.24 | 777% |
| Returns for 3 years | 29.63 | 13.21 | 224% |
| Returns for 5 years | 85.35 | 52.44 | 163% |
| Returns for 10 years | 108.04 | N/A | - |
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