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EVBLX vs LFRIX
EVBLX vs LFRIX Comparison Chart
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EVBLX vs. LFRIX commentary
Apr 29, 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 (4.64B) and EVBLX (4.53B) have equal amount of cash in the bank . LFRIX (8.14) and EVBLX (7.88) 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 (19.00). 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 : 5.74 vs. EVBLX (5.10). LFRIX return over 5 years is better than : 44.48 vs. EVBLX (36.47).
| 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 | -0.761 | -0.530 | 144% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.53B | 4.64B | 98% |
| Annual Yield % from dividends | 7.88 | 8.14 | 97% |
| Returns for 1 year | 5.10 | 5.74 | 89% |
| Returns for 3 years | 17.80 | 21.04 | 85% |
| Returns for 5 years | 36.47 | 44.48 | 82% |
| Returns for 10 years | 47.34 | 50.29 | 94% |
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