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EIEAX vs GWPDX
EIEAX vs GWPDX Comparison
Open Charts EIEAX vs GWPDX
Eaton Vance Tax-Managed Eq Aset Allc I
Price$35.94
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
American Funds Growth Portfolio F3
Price$26.48
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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EIEAX vs GWPDX Comparison Chart
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EIEAX vs. GWPDX commentary
Sep 21, 2024
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 EIEAX is a Buy and GWPDX is a Hold.
FUNDAMENTALS
Fundamentals
GWPDX has more cash in the bank: 19.5B vs. EIEAX (768M). GWPDX pays higher dividends than EIEAX: GWPDX (0.91) vs EIEAX (0.70). EIEAX was incepted earlier than GWPDX: EIEAX (9 years) vs GWPDX (8 years). EIEAX is a more actively managed with annual turnover of: 4.00 vs. GWPDX (1.00). EIEAX (1000000) and GWPDX (1000000) have matching initial minimum investment requirements. GWPDX annual gain was more profitable for investors over the last year : 26.82 vs. EIEAX (24.45). EIEAX return over 5 years is better than : 63.68 vs. GWPDX (41.69).
| EIEAX | GWPDX | EIEAX / GWPDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 8 years | - |
| Gain YTD | 15.568 | 15.982 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 768M | 19.5B | 4% |
| Annual Yield % from dividends | 0.70 | 0.91 | 77% |
| Returns for 1 year | 24.45 | 26.82 | 91% |
| Returns for 3 years | 16.78 | -2.60 | -645% |
| Returns for 5 years | 63.68 | 41.69 | 153% |
| Returns for 10 years | N/A | N/A | - |
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