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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$36.73
Change+$0.26 (+0.71%)
VolumeN/A
Net Assets780.7M
American Funds Growth Portfolio R5E
Price$25.97
Change+$0.22 (+0.85%)
VolumeN/A
Net Assets21.01B
EAEAX vs RGSFX Comparison Chart
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EAEAX vs. RGSFX commentary
Jan 19, 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 Hold and RGSFX is a Hold.
FUNDAMENTALS
Fundamentals
RGSFX has more cash in the bank: 21B vs. EAEAX (781M). 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 (19.03) and RGSFX (18.15) have marching annual gain over last year. EAEAX return over 5 years is better than : 54.39 vs. RGSFX (34.63).
| 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 | 1.475 | 2.527 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 781M | 21B | 4% |
| Annual Yield % from dividends | 0.48 | 0.81 | 59% |
| Returns for 1 year | 19.03 | 18.15 | 105% |
| Returns for 3 years | 21.93 | 7.49 | 293% |
| Returns for 5 years | 54.39 | 34.63 | 157% |
| Returns for 10 years | 118.68 | N/A | - |
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