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EVBLX vs LFRIX
EVBLX vs LFRIX Comparison Chart in %
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EVBLX vs. LFRIX commentary
Jun 19, 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 LFRIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
LFRIX has more cash in the bank: 4.68B vs. EVBLX (4.13B). LFRIX (8.00) and EVBLX (7.72) have matching dividends . EVBLX was incepted earlier than LFRIX: EVBLX (22 years) vs LFRIX (17 years). EVBLX (1.06) is less costly to investors than LFRIX (0.60). LFRIX is a more actively managed with annual turnover of: 105.00 vs. EVBLX (31.00). EVBLX has a lower initial minimum investment than LFRIX: EVBLX (1000) vs LFRIX (1000000). LFRIX annual gain was more profitable for investors over the last year : 6.69 vs. EVBLX (5.83). LFRIX return over 5 years is better than : 39.08 vs. EVBLX (32.24).
| EVBLX | LFRIX | EVBLX / LFRIX | |
| Total Expense Ratio | 1.06 | 0.60 | 177% |
| Annual Report Gross Expense Ratio | 1.06 | 0.60 | 177% |
| Fund Existence | 22 years | 17 years | - |
| Gain YTD | 1.083 | 1.627 | 67% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.13B | 4.68B | 88% |
| Annual Yield % from dividends | 7.72 | 8.00 | 96% |
| Returns for 1 year | 5.83 | 6.69 | 87% |
| Returns for 3 years | 24.85 | 28.40 | 88% |
| Returns for 5 years | 32.24 | 39.08 | 82% |
| Returns for 10 years | 50.46 | 53.70 | 94% |
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