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EIEAX vs RGWBX
EIEAX vs RGWBX Comparison
Open Charts EIEAX vs RGWBX
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 R2
Price$24.98
Change-$0.51 (-2.00%)
VolumeN/A
Net Assets21.56B
EIEAX vs RGWBX Comparison Chart
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EIEAX vs. RGWBX 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 RGWBX is a Hold.
FUNDAMENTALS
Fundamentals
RGWBX has more cash in the bank: 21.6B vs. EIEAX (810M). 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). EIEAX annual gain was more profitable for investors over the last year : 18.04 vs. RGWBX (14.56). EIEAX return over 5 years is better than : 59.95 vs. RGWBX (32.88).
| EIEAX | RGWBX | EIEAX / RGWBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 4.350 | 5.382 | 81% |
| 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 | 0.08 | 887% |
| Returns for 1 year | 18.04 | 14.56 | 124% |
| Returns for 3 years | 31.50 | 14.25 | 221% |
| Returns for 5 years | 59.95 | 32.88 | 182% |
| Returns for 10 years | N/A | 66.49 | - |
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