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EVBLX vs EVFAX
EVBLX vs EVFAX Comparison Chart
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EVBLX vs. EVFAX commentary
May 24, 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: 5.17B vs. EVBLX (4.18B). EVFAX pays higher dividends than EVBLX: EVFAX (8.47) vs EVBLX (7.89). EVBLX was incepted earlier than EVFAX: EVBLX (22 years) vs EVFAX (17 years). EVFAX (2.67) is less costly to investors than EVBLX (1.06). EVFAX is a more actively managed with annual turnover of: 35.00 vs. EVBLX (31.00). EVBLX (1000) and EVFAX (1000) have matching initial minimum investment requirements. EVFAX annual gain was more profitable for investors over the last year : 5.94 vs. EVBLX (5.32). EVFAX return over 5 years is better than : 43.86 vs. EVBLX (36.26).
| EVBLX | EVFAX | EVBLX / EVFAX | |
| Total Expense Ratio | 1.06 | 2.67 | 40% |
| Annual Report Gross Expense Ratio | 1.06 | 2.67 | 40% |
| Fund Existence | 22 years | 17 years | - |
| Gain YTD | 0.470 | 0.607 | 77% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.18B | 5.17B | 81% |
| Annual Yield % from dividends | 7.89 | 8.47 | 93% |
| Returns for 1 year | 5.32 | 5.94 | 90% |
| Returns for 3 years | 23.05 | 26.62 | 87% |
| Returns for 5 years | 36.26 | 43.86 | 83% |
| Returns for 10 years | 49.04 | 58.04 | 84% |
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