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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$36.24
Change-$1.04 (-2.79%)
VolumeN/A
CapitalizationN/A
American Funds Growth Portfolio R2E
Price$26.28
Change-$0.90 (-3.31%)
VolumeN/A
CapitalizationN/A
EAEAX vs RBGEX Comparison Chart
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EAEAX vs. RBGEX 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 RBGEX is a Hold.
FUNDAMENTALS
Fundamentals
RBGEX has more cash in the bank: 21.2B vs. EAEAX (813M). EAEAX pays higher dividends than RBGEX: EAEAX (0.48) vs RBGEX (0.34). EAEAX was incepted earlier than RBGEX: EAEAX (23 years) vs RBGEX (10 years). EAEAX is a more actively managed with annual turnover of: 4.00 vs. RBGEX (1.00). 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 : 23.21 vs. RBGEX (19.68). EAEAX return over 5 years is better than : 63.65 vs. RBGEX (32.89).
| EAEAX | RBGEX | EAEAX / RBGEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 22.085 | 20.275 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 813M | 21.2B | 4% |
| Annual Yield % from dividends | 0.48 | 0.34 | 143% |
| Returns for 1 year | 23.21 | 19.68 | 118% |
| Returns for 3 years | 20.36 | 1.30 | 1,570% |
| Returns for 5 years | 63.65 | 32.89 | 194% |
| Returns for 10 years | 107.94 | 71.53 | 151% |
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