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EVBLX vs FCFRX
EVBLX vs FCFRX Comparison Chart in %
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EVBLX vs. FCFRX commentary
Sep 09, 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 FCFRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
EVBLX has more cash in the bank: 3.99B vs. FCFRX (1.46B). FCFRX (7.56) and EVBLX (7.45) have matching dividends . EVBLX was incepted earlier than FCFRX: EVBLX (22 years) vs FCFRX (24 years). FCFRX (1.37) is less costly to investors than EVBLX (1.06). FCFRX is a more actively managed with annual turnover of: 51.91 vs. EVBLX (31.00). EVBLX (1000) and FCFRX (1000) have matching initial minimum investment requirements. FCFRX annual gain was more profitable for investors over the last year : 6.45 vs. EVBLX (5.43). FCFRX return over 5 years is better than : 39.70 vs. EVBLX (30.15).
| EVBLX | FCFRX | EVBLX / FCFRX | |
| Total Expense Ratio | 1.06 | 1.35 | 79% |
| Annual Report Gross Expense Ratio | 1.06 | 1.37 | 77% |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | 2.665 | 3.787 | 70% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 3.99B | 1.46B | 273% |
| Annual Yield % from dividends | 7.45 | 7.56 | 98% |
| Returns for 1 year | 5.43 | 6.45 | 84% |
| Returns for 3 years | 24.17 | 27.99 | 86% |
| Returns for 5 years | 30.15 | 39.70 | 76% |
| Returns for 10 years | 54.42 | 44.35 | 123% |
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