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EAEAX vs RGSFX
EAEAX vs RGSFX Comparison
Open Charts EAEAX vs RGSFX
Eaton Vance Tax-Managed Eq Aset Allc A
Price$36.78
Change-$0.59 (-1.58%)
VolumeN/A
Net Assets809.63M
American Funds Growth Portfolio R5E
Price$26.03
Change-$0.53 (-2.00%)
VolumeN/A
Net Assets21.56B
EAEAX vs RGSFX Comparison Chart
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EAEAX vs. RGSFX commentary
Feb 22, 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 StrongBuy and RGSFX is a Hold.
FUNDAMENTALS
Fundamentals
RGSFX has more cash in the bank: 21.6B vs. EAEAX (810M). RGSFX pays higher dividends than EAEAX: RGSFX (0.81) vs EAEAX (0.48). EAEAX was incepted earlier than RGSFX: EAEAX (23 years) vs RGSFX (9 years). EAEAX is a more actively managed with annual turnover of: 4.00 vs. RGSFX (1.00). RGSFX has a lower initial minimum investment than EAEAX: RGSFX (250) vs EAEAX (1000). EAEAX annual gain was more profitable for investors over the last year : 17.76 vs. RGSFX (15.89). EAEAX return over 5 years is better than : 58.78 vs. RGSFX (38.57).
| EAEAX | RGSFX | EAEAX / RGSFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 4.313 | 5.527 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 810M | 21.6B | 4% |
| Annual Yield % from dividends | 0.48 | 0.81 | 59% |
| Returns for 1 year | 17.76 | 15.89 | 112% |
| Returns for 3 years | 30.90 | 17.49 | 177% |
| Returns for 5 years | 58.78 | 38.57 | 152% |
| Returns for 10 years | 114.30 | N/A | - |
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