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EAFAX vs PSRZX
EAFAX vs PSRZX Comparison Chart
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EAFAX vs. PSRZX commentary
Apr 30, 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 EAFAX is a Hold and PSRZX is a Hold.
FUNDAMENTALS
Fundamentals
EAFAX has more cash in the bank: 5.57B vs. PSRZX (150M). EAFAX pays higher dividends than PSRZX: EAFAX (8.47) vs PSRZX (7.02). EAFAX was incepted earlier than PSRZX: EAFAX (17 years) vs PSRZX (14 years). EAFAX (2.67) is less costly to investors than PSRZX (1.05). PSRZX is a more actively managed with annual turnover of: 91.00 vs. EAFAX (35.00). EAFAX initial investment is less costly to investors than PSRZX (2%) vs PSRZX (2%). EAFAX (1000) and PSRZX (1000) have matching initial minimum investment requirements. PSRZX annual gain was more profitable for investors over the last year : 7.00 vs. EAFAX (5.44). EAFAX return over 5 years is better than : 44.15 vs. PSRZX (31.41).
| EAFAX | PSRZX | EAFAX / PSRZX | |
| Total Expense Ratio | 2.67 | 1.05 | 254% |
| Annual Report Gross Expense Ratio | 2.67 | 1.05 | 254% |
| Fund Existence | 17 years | 14 years | - |
| Gain YTD | -0.898 | -0.259 | 347% |
| Front Load | 3% | 2% | 144% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.57B | 150M | 3,716% |
| Annual Yield % from dividends | 8.47 | 7.02 | 121% |
| Returns for 1 year | 5.44 | 7.00 | 78% |
| Returns for 3 years | 19.90 | 20.22 | 98% |
| Returns for 5 years | 44.15 | 31.41 | 141% |
| Returns for 10 years | 55.26 | 39.49 | 140% |
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