Ad is loading...
Ad is loading...
EAEAX vs GWPDX
EAEAX vs GWPDX Comparison
Open Charts EAEAX vs GWPDX
Eaton Vance Tax-Managed Eq Aset Allc A
Price$36.71
Change-$0.41 (-1.10%)
VolumeN/A
CapitalizationN/A
American Funds Growth Portfolio F3
Price$26.76
Change-$0.43 (-1.58%)
VolumeN/A
CapitalizationN/A
EAEAX vs GWPDX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
EAEAX vs. GWPDX commentary
Nov 18, 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: 20.2B vs. EAEAX (768M). 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 (28.34) and EAEAX (27.69) have marching annual gain over last year. EAEAX return over 5 years is better than : 62.69 vs. GWPDX (39.92).
| 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 | 19.577 | 19.464 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 768M | 20.2B | 4% |
| Annual Yield % from dividends | 0.48 | 0.91 | 53% |
| Returns for 1 year | 27.69 | 28.34 | 98% |
| Returns for 3 years | 14.32 | -4.72 | -303% |
| Returns for 5 years | 62.69 | 39.92 | 157% |
| Returns for 10 years | 104.68 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ETCMX | 14.62 | -0.04 | -0.27% |
| Eventide Balanced Fund Class C | |||
| IIIIX | 11.18 | -0.07 | -0.62% |
| Voya International Index Port I | |||
| DNSVX | 17.36 | -0.12 | -0.69% |
| Dunham Small Cap Value N | |||
| VSPMX | 433.31 | -4.68 | -1.07% |
| Vanguard S&P Mid-Cap 400 Index I | |||
| ANCFX | 86.11 | -1.26 | -1.44% |
| American Funds Fundamental Invs A | |||