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EVBLX vs GIFIX
EVBLX vs GIFIX Comparison Chart
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EVBLX vs. GIFIX commentary
May 25, 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 GIFIX is a Buy.
FUNDAMENTALS
Fundamentals
EVBLX has more cash in the bank: 4.18B vs. GIFIX (782M). GIFIX (8.16) and EVBLX (7.89) have matching dividends . EVBLX was incepted earlier than GIFIX: EVBLX (22 years) vs GIFIX (13 years). EVBLX (1.06) is less costly to investors than GIFIX (0.89). GIFIX is a more actively managed with annual turnover of: 37.00 vs. EVBLX (31.00). EVBLX has a lower initial minimum investment than GIFIX: EVBLX (1000) vs GIFIX (2000000). GIFIX annual gain was more profitable for investors over the last year : 5.79 vs. EVBLX (5.32). GIFIX return over 5 years is better than : 42.93 vs. EVBLX (36.26).
| EVBLX | GIFIX | EVBLX / GIFIX | |
| Total Expense Ratio | 1.06 | 0.80 | 133% |
| Annual Report Gross Expense Ratio | 1.06 | 0.89 | 119% |
| Fund Existence | 22 years | 13 years | - |
| Gain YTD | 0.470 | 1.132 | 42% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.18B | 782M | 534% |
| Annual Yield % from dividends | 7.89 | 8.16 | 97% |
| Returns for 1 year | 5.32 | 5.79 | 92% |
| Returns for 3 years | 23.47 | 26.39 | 89% |
| Returns for 5 years | 36.26 | 42.93 | 84% |
| Returns for 10 years | 49.04 | 53.12 | 92% |
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