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EVBLX vs EVFAX
EVBLX vs EVFAX Comparison Chart
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EVBLX vs. EVFAX commentary
Apr 27, 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 EVBLX is a Hold and EVFAX is a Hold.
FUNDAMENTALS
Fundamentals
EVFAX has more cash in the bank: 5.57B vs. EVBLX (4.53B). EVFAX pays higher dividends than EVBLX: EVFAX (8.47) vs EVBLX (7.88). EVBLX was incepted earlier than EVFAX: EVBLX (22 years) vs EVFAX (17 years). EVFAX (2.82) is less costly to investors than EVBLX (1.06). EVFAX is a more actively managed with annual turnover of: 35.00 vs. EVBLX (19.00). EVBLX (1000) and EVFAX (1000) have matching initial minimum investment requirements. EVFAX annual gain was more profitable for investors over the last year : 5.44 vs. EVBLX (4.98). EVFAX return over 5 years is better than : 44.05 vs. EVBLX (36.30).
| EVBLX | EVFAX | EVBLX / EVFAX | |
| Total Expense Ratio | 1.06 | 2.82 | 38% |
| Annual Report Gross Expense Ratio | 1.06 | 2.82 | 38% |
| Fund Existence | 22 years | 17 years | - |
| Gain YTD | -0.878 | -1.101 | 80% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.53B | 5.57B | 81% |
| Annual Yield % from dividends | 7.88 | 8.47 | 93% |
| Returns for 1 year | 4.98 | 5.44 | 92% |
| Returns for 3 years | 17.66 | 19.73 | 90% |
| Returns for 5 years | 36.30 | 44.05 | 82% |
| Returns for 10 years | 47.17 | 55.52 | 85% |
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