Ad is loading...
EAEAX vs RGWBX
EAEAX vs RGWBX Comparison
Open Charts EAEAX vs RGWBX
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 R2
Price$22.55
Change+$1.87 (+9.04%)
VolumeN/A
Net Assets17.55B
EAEAX vs RGWBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
EAEAX vs. RGWBX 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 RGWBX is a Hold.
FUNDAMENTALS
Fundamentals
RGWBX has more cash in the bank: 17.6B vs. EAEAX (754M). EAEAX pays higher dividends than RGWBX: EAEAX (0.11) vs RGWBX (0.00). EAEAX was incepted earlier than RGWBX: EAEAX (23 years) vs RGWBX (13 years). EAEAX (1.73) is less costly to investors than RGWBX (1.46). RGWBX has a lower initial minimum investment than EAEAX: RGWBX (250) vs EAEAX (1000). EAEAX annual gain was more profitable for investors over the last year : -6.74 vs. RGWBX (-12.30). EAEAX return over 5 years is better than : 59.98 vs. RGWBX (28.80).
| EAEAX | RGWBX | EAEAX / RGWBX | |
| Total Expense Ratio | 1.22 | 1.46 | 84% |
| Annual Report Gross Expense Ratio | 1.73 | 1.46 | 118% |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | -13.856 | -15.037 | 92% |
| 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 | -12.30 | 55% |
| Returns for 3 years | 6.95 | -7.80 | -89% |
| Returns for 5 years | 59.98 | 28.80 | 208% |
| Returns for 10 years | 75.40 | 31.58 | 239% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers