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EAEAX vs RGWBX
EAEAX vs RGWBX Comparison
Open Charts EAEAX vs RGWBX
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 R2
Price$24.98
Change-$0.51 (-2.00%)
VolumeN/A
Net Assets21.56B
EAEAX vs RGWBX Comparison Chart
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EAEAX vs. RGWBX 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 RGWBX is a Hold.
FUNDAMENTALS
Fundamentals
RGWBX has more cash in the bank: 21.6B vs. EAEAX (810M). EAEAX pays higher dividends than RGWBX: EAEAX (0.48) vs RGWBX (0.08). EAEAX was incepted earlier than RGWBX: EAEAX (23 years) vs RGWBX (13 years). EAEAX is a more actively managed with annual turnover of: 4.00 vs. RGWBX (1.00). 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 : 17.76 vs. RGWBX (14.56). EAEAX return over 5 years is better than : 58.78 vs. RGWBX (32.88).
| EAEAX | RGWBX | EAEAX / RGWBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 4.313 | 5.382 | 80% |
| 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 | 0.08 | 613% |
| Returns for 1 year | 17.76 | 14.56 | 122% |
| Returns for 3 years | 30.90 | 14.25 | 217% |
| Returns for 5 years | 58.78 | 32.88 | 179% |
| Returns for 10 years | 114.30 | 66.49 | 172% |
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