Ad is loading...
EIEAX vs RGWBX
EIEAX vs RGWBX Comparison
Open Charts EIEAX vs RGWBX
Eaton Vance Tax-Managed Eq Aset Allc I
Price$33.35
Change-$1.65 (-4.71%)
VolumeN/A
Net Assets753.88M
American Funds Growth Portfolio R2
Price$22.24
Change-$1.14 (-4.88%)
VolumeN/A
Net Assets19.83B
EIEAX vs RGWBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
EIEAX vs. RGWBX commentary
Apr 05, 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 Hold and RGWBX is a Hold.
FUNDAMENTALS
Fundamentals
RGWBX has more cash in the bank: 19.8B vs. EIEAX (754M). EIEAX pays higher dividends than RGWBX: EIEAX (0.36) vs RGWBX (0.00). EIEAX was incepted earlier than RGWBX: EIEAX (10 years) vs RGWBX (13 years). EIEAX (1.48) and RGWBX (1.46) have similar cost to investors . RGWBX has a lower initial minimum investment than EIEAX: RGWBX (250) vs EIEAX (1000000). EIEAX annual gain was more profitable for investors over the last year : 6.01 vs. RGWBX (-0.68). EIEAX return over 5 years is better than : 104.79 vs. RGWBX (60.83).
| EIEAX | RGWBX | EIEAX / RGWBX | |
| Total Expense Ratio | 0.97 | 1.46 | 66% |
| Annual Report Gross Expense Ratio | 1.48 | 1.46 | 101% |
| Fund Existence | 10 years | 13 years | - |
| Gain YTD | -2.398 | -3.944 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 754M | 19.8B | 4% |
| Annual Yield % from dividends | 0.36 | 0.00 | - |
| Returns for 1 year | 6.01 | -0.68 | -884% |
| Returns for 3 years | 19.03 | 0.30 | 6,322% |
| Returns for 5 years | 104.79 | 60.83 | 172% |
| Returns for 10 years | N/A | 50.77 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...