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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$35.64
Change-$0.02 (-0.06%)
VolumeN/A
Net Assets741.29M
American Funds Growth Portfolio R2
Price$24.82
Change+$0.04 (+0.16%)
VolumeN/A
Net Assets21.13B
EIEAX vs RGWBX Comparison Chart
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EIEAX vs. RGWBX commentary
May 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 Buy and RGWBX is a Hold.
FUNDAMENTALS
Fundamentals
RGWBX has more cash in the bank: 21.1B vs. EIEAX (741M). 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 (1.46) 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 : 5.93 vs. RGWBX (4.55). EIEAX return over 5 years is better than : 75.10 vs. RGWBX (41.31).
| EIEAX | RGWBX | EIEAX / RGWBX | |
| Total Expense Ratio | 0.94 | 1.46 | 64% |
| Annual Report Gross Expense Ratio | 1.46 | 1.46 | 100% |
| Fund Existence | 10 years | 13 years | - |
| Gain YTD | -0.558 | 1.972 | -28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 741M | 21.1B | 4% |
| Annual Yield % from dividends | 0.36 | 0.00 | - |
| Returns for 1 year | 5.93 | 4.55 | 130% |
| Returns for 3 years | 38.25 | 27.13 | 141% |
| Returns for 5 years | 75.10 | 41.31 | 182% |
| Returns for 10 years | N/A | 55.07 | - |
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