Ad is loading...
EIEAX vs RGSFX
EIEAX vs RGSFX Comparison
Open Charts EIEAX vs RGSFX
Eaton Vance Tax-Managed Eq Aset Allc I
Price$36.71
Change-$0.59 (-1.58%)
VolumeN/A
Net Assets809.63M
American Funds Growth Portfolio R5E
Price$26.03
Change-$0.53 (-2.00%)
VolumeN/A
Net Assets21.56B
EIEAX vs RGSFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
EIEAX vs. RGSFX commentary
Feb 23, 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 EIEAX is a StrongBuy and RGSFX is a Hold.
FUNDAMENTALS
Fundamentals
RGSFX has more cash in the bank: 21.6B vs. EIEAX (810M). RGSFX pays higher dividends than EIEAX: RGSFX (0.81) vs EIEAX (0.70). EIEAX was incepted earlier than RGSFX: EIEAX (9 years) vs RGSFX (9 years). EIEAX is a more actively managed with annual turnover of: 4.00 vs. RGSFX (1.00). RGSFX has a lower initial minimum investment than EIEAX: RGSFX (250) vs EIEAX (1000000). EIEAX annual gain was more profitable for investors over the last year : 18.04 vs. RGSFX (15.89). EIEAX return over 5 years is better than : 59.95 vs. RGSFX (38.57).
| EIEAX | RGSFX | EIEAX / RGSFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 9 years | - |
| Gain YTD | 4.350 | 5.527 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 810M | 21.6B | 4% |
| Annual Yield % from dividends | 0.70 | 0.81 | 86% |
| Returns for 1 year | 18.04 | 15.89 | 113% |
| Returns for 3 years | 31.50 | 17.49 | 180% |
| Returns for 5 years | 59.95 | 38.57 | 155% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers