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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$36.66
Change+$0.26 (+0.71%)
VolumeN/A
Net Assets780.7M
American Funds Growth Portfolio R2
Price$24.95
Change+$0.21 (+0.85%)
VolumeN/A
Net Assets21.01B
EIEAX vs RGWBX Comparison Chart
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EIEAX vs. RGWBX commentary
Jan 19, 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: 21B vs. EIEAX (781M). 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 : 20.18 vs. RGWBX (16.86). EIEAX return over 5 years is better than : 56.71 vs. RGWBX (29.12).
| 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 | 2.231 | 2.506 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 781M | 21B | 4% |
| Annual Yield % from dividends | 0.70 | 0.08 | 887% |
| Returns for 1 year | 20.18 | 16.86 | 120% |
| Returns for 3 years | 23.39 | 4.57 | 512% |
| Returns for 5 years | 56.71 | 29.12 | 195% |
| Returns for 10 years | N/A | 69.87 | - |
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