Ad is loading...
EVBLX vs FRSAX
EVBLX vs FRSAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
EVBLX vs. FRSAX commentary
Apr 30, 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 FRSAX is a Hold.
FUNDAMENTALS
Fundamentals
EVBLX has more cash in the bank: 4.53B vs. FRSAX (400M). EVBLX pays higher dividends than FRSAX: EVBLX (7.88) vs FRSAX (6.97). EVBLX was incepted earlier than FRSAX: EVBLX (22 years) vs FRSAX (14 years). FRSAX (1.15) is less costly to investors than EVBLX (1.06). EVBLX is a more actively managed with annual turnover of: 31.00 vs. FRSAX (6.00). EVBLX initial investment is less costly to investors than FRSAX (1%) vs FRSAX (1%). EVBLX has a lower initial minimum investment than FRSAX: EVBLX (1000) vs FRSAX (1500). FRSAX annual gain was more profitable for investors over the last year : 5.44 vs. EVBLX (5.10). EVBLX return over 5 years is better than : 36.39 vs. FRSAX (26.68).
| EVBLX | FRSAX | EVBLX / FRSAX | |
| Total Expense Ratio | 1.06 | 0.99 | 107% |
| Annual Report Gross Expense Ratio | 1.06 | 1.15 | 92% |
| Fund Existence | 22 years | 14 years | - |
| Gain YTD | -0.761 | 0.196 | -388% |
| Front Load | 3% | 1% | 325% |
| Min. Initial Investment | 1000 | 1500 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.53B | 400M | 1,133% |
| Annual Yield % from dividends | 7.88 | 6.97 | 113% |
| Returns for 1 year | 5.10 | 5.44 | 94% |
| Returns for 3 years | 17.73 | 13.47 | 132% |
| Returns for 5 years | 36.39 | 26.68 | 136% |
| Returns for 10 years | 47.05 | 34.94 | 135% |
View a ticker or compare two or three
VS
VS
Ad is loading...