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EAEAX vs RBGEX
EAEAX vs RBGEX Comparison
Open Charts EAEAX vs RBGEX
Eaton Vance Tax-Managed Eq Aset Allc A
Price$33.61
Change+$2.65 (+8.56%)
VolumeN/A
Net Assets753.88M
American Funds Growth Portfolio R2E
Price$22.99
Change+$1.90 (+9.01%)
VolumeN/A
Net Assets17.55B
EAEAX vs RBGEX Comparison Chart
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EAEAX vs. RBGEX commentary
Apr 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 Buy and RBGEX is a Hold.
FUNDAMENTALS
Fundamentals
RBGEX has more cash in the bank: 17.6B vs. EAEAX (754M). EAEAX pays higher dividends than RBGEX: EAEAX (0.11) vs RBGEX (0.00). EAEAX was incepted earlier than RBGEX: EAEAX (23 years) vs RBGEX (11 years). EAEAX (1.73) is less costly to investors than RBGEX (1.17). RBGEX has a lower initial minimum investment than EAEAX: RBGEX (250) vs EAEAX (1000). EAEAX annual gain was more profitable for investors over the last year : -6.74 vs. RBGEX (-11.94). EAEAX return over 5 years is better than : 59.98 vs. RBGEX (30.99).
| EAEAX | RBGEX | EAEAX / RBGEX | |
| Total Expense Ratio | 1.22 | 1.17 | 104% |
| Annual Report Gross Expense Ratio | 1.73 | 1.17 | 148% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | -13.856 | -14.960 | 93% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 754M | 17.6B | 4% |
| Annual Yield % from dividends | 0.11 | 0.00 | - |
| Returns for 1 year | -6.74 | -11.94 | 56% |
| Returns for 3 years | 6.95 | -6.79 | -102% |
| Returns for 5 years | 59.98 | 30.99 | 194% |
| Returns for 10 years | 75.40 | 33.30 | 226% |
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