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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$36.73
Change+$0.26 (+0.71%)
VolumeN/A
Net Assets780.7M
American Funds Growth Portfolio R2
Price$24.95
Change+$0.21 (+0.85%)
VolumeN/A
Net Assets21.01B
EAEAX vs RGWBX Comparison Chart
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EAEAX vs. RGWBX 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 RGWBX is a Hold.
FUNDAMENTALS
Fundamentals
RGWBX has more cash in the bank: 21B vs. EAEAX (781M). 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 : 19.03 vs. RGWBX (16.86). EAEAX return over 5 years is better than : 54.39 vs. RGWBX (29.12).
| 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 | 1.475 | 2.506 | 59% |
| 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 | 0.08 | 613% |
| Returns for 1 year | 19.03 | 16.86 | 113% |
| Returns for 3 years | 21.93 | 4.57 | 480% |
| Returns for 5 years | 54.39 | 29.12 | 187% |
| Returns for 10 years | 118.68 | 69.87 | 170% |
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