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EVBLX vs LFRIX
EVBLX vs LFRIX Comparison Chart
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EVBLX vs. LFRIX 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 LFRIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
LFRIX has more cash in the bank: 4.64B vs. EVBLX (4.18B). LFRIX (8.18) and EVBLX (7.89) 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 : 6.38 vs. EVBLX (5.32). LFRIX return over 5 years is better than : 43.83 vs. EVBLX (36.26).
| 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 | 0.470 | 0.991 | 47% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.18B | 4.64B | 90% |
| Annual Yield % from dividends | 7.89 | 8.18 | 97% |
| Returns for 1 year | 5.32 | 6.38 | 83% |
| Returns for 3 years | 23.47 | 27.24 | 86% |
| Returns for 5 years | 36.26 | 43.83 | 83% |
| Returns for 10 years | 49.04 | 52.36 | 94% |
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