EIEAX
Price
$36.25
Change
-$1.04 (-2.79%)
Updated
Dec 18 closing price
RGWBX
Price
$25.82
Change
-$0.89 (-3.33%)
Updated
Dec 18 closing price
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EIEAX vs RGWBX

Header iconEIEAX vs RGWBX Comparison
Open Charts EIEAX vs RGWBXBanner chart's image
Eaton Vance Tax-Managed Eq Aset Allc I
Price$36.25
Change-$1.04 (-2.79%)
VolumeN/A
CapitalizationN/A
American Funds Growth Portfolio R2
Price$25.82
Change-$0.89 (-3.33%)
VolumeN/A
CapitalizationN/A
EIEAX vs RGWBX Comparison Chart
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EIEAX vs. RGWBX 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 RGWBX is a Hold.

FUNDAMENTALS
Fundamentals
RGWBX has more cash in the bank: 21.2B vs. EIEAX (813M). EIEAX pays higher dividends than RGWBX: EIEAX (0.70) vs RGWBX (0.08). EIEAX was incepted earlier than RGWBX: EIEAX (9 years) vs RGWBX (13 years). EIEAX is a more actively managed with annual turnover of: 4.00 vs. RGWBX (1.00). RGWBX has a lower initial minimum investment than EIEAX: RGWBX (250) vs EIEAX (1000000). RGWBX (24.46) and EIEAX (23.53) have marching annual gain over last year. EIEAX return over 5 years is better than : 64.90 vs. RGWBX (36.12).
EIEAXRGWBXEIEAX / RGWBX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence9 years13 years-
Gain YTD22.35624.11793%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets813M21.2B4%
Annual Yield % from dividends0.700.08887%
Returns for 1 year23.5324.4696%
Returns for 3 years20.963.74561%
Returns for 5 years64.9036.12180%
Returns for 10 yearsN/A74.99-
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