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EFRRX vs EVBLX
EFRRX vs EVBLX Comparison Chart in %
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EFRRX vs. EVBLX commentary
Jul 06, 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 EFRRX is a Hold and EVBLX is a Hold.
FUNDAMENTALS
Fundamentals
EFRRX has more cash in the bank: 5.3B vs. EVBLX (4.1B). EFRRX pays higher dividends than EVBLX: EFRRX (8.46) vs EVBLX (7.62). EFRRX was incepted earlier than EVBLX: EFRRX (6 years) vs EVBLX (22 years). EFRRX (2.35) is less costly to investors than EVBLX (1.06). EFRRX is a more actively managed with annual turnover of: 35.00 vs. EVBLX (31.00). EVBLX has a lower initial minimum investment than EFRRX: EVBLX (1000) vs EFRRX (5000000). EFRRX annual gain was more profitable for investors over the last year : 7.14 vs. EVBLX (6.11). EFRRX return over 5 years is better than : 42.49 vs. EVBLX (33.43).
| EFRRX | EVBLX | EFRRX / EVBLX | |
| Total Expense Ratio | 2.35 | 1.06 | 222% |
| Annual Report Gross Expense Ratio | 2.35 | 1.06 | 222% |
| Fund Existence | 6 years | 22 years | - |
| Gain YTD | 2.382 | 1.921 | 124% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.3B | 4.1B | 129% |
| Annual Yield % from dividends | 8.46 | 7.62 | 111% |
| Returns for 1 year | 7.14 | 6.11 | 117% |
| Returns for 3 years | 33.62 | 27.55 | 122% |
| Returns for 5 years | 42.49 | 33.43 | 127% |
| Returns for 10 years | N/A | 51.75 | - |
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