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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$36.25
Change-$1.04 (-2.79%)
VolumeN/A
CapitalizationN/A
American Funds Growth Portfolio F3
Price$27.15
Change-$0.94 (-3.35%)
VolumeN/A
CapitalizationN/A
EIEAX vs GWPDX Comparison Chart
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EIEAX vs. GWPDX commentary
Dec 19, 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 StrongBuy and GWPDX is a Hold.
FUNDAMENTALS
Fundamentals
GWPDX has more cash in the bank: 21.2B vs. EIEAX (813M). 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 : 25.87 vs. EIEAX (23.53). EIEAX return over 5 years is better than : 64.90 vs. GWPDX (41.19).
| 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 | 22.356 | 25.402 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 813M | 21.2B | 4% |
| Annual Yield % from dividends | 0.70 | 0.91 | 77% |
| Returns for 1 year | 23.53 | 25.87 | 91% |
| Returns for 3 years | 20.96 | 6.93 | 302% |
| Returns for 5 years | 64.90 | 41.19 | 158% |
| Returns for 10 years | N/A | N/A | - |
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