Ad is loading...
EAEAX vs GWPDX
EAEAX vs GWPDX Comparison
Open Charts EAEAX vs GWPDX
Eaton Vance Tax-Managed Eq Aset Allc A
Price$35.83
Change-$0.13 (-0.36%)
VolumeN/A
CapitalizationN/A
American Funds Growth Portfolio F3
Price$26.42
Change-$0.06 (-0.23%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
EAEAX vs GWPDX Comparison Chart
Loading...
EAEAX vs. GWPDX commentary
Sep 21, 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 Buy and GWPDX is a Hold.
FUNDAMENTALS
Fundamentals
GWPDX has more cash in the bank: 19.9B 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 annual gain was more profitable for investors over the last year : 26.82 vs. EAEAX (24.11). EAEAX return over 5 years is better than : 62.43 vs. GWPDX (41.69).
| 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 | 15.375 | 15.982 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 768M | 19.9B | 4% |
| Annual Yield % from dividends | 0.48 | 0.91 | 53% |
| Returns for 1 year | 24.11 | 26.82 | 90% |
| Returns for 3 years | 16.22 | -2.60 | -623% |
| Returns for 5 years | 62.43 | 41.69 | 150% |
| Returns for 10 years | 98.14 | 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 % |
| ESCFX | 12.01 | -0.02 | -0.13% |
| 1290 Essex Small Cap Growth A | |||
| PNBCX | 29.24 | -0.07 | -0.24% |
| Virtus NFJ Large-Cap Value C | |||
| GQGRX | 17.85 | -0.05 | -0.28% |
| GQG Partners Emerging Markets Equity R6 | |||
| LCGJX | 29.36 | -0.09 | -0.31% |
| William Blair Large Cap Growth R6 | |||
| VCRVX | 13.73 | -0.08 | -0.58% |
| NYLI CBRE Global Infrastructure Inv Cl | |||