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EVBLX vs MXFAX
EVBLX vs MXFAX Comparison Chart
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EVBLX vs. MXFAX commentary
May 23, 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 MXFAX is a Hold.
FUNDAMENTALS
Fundamentals
EVBLX has more cash in the bank: 4.18B vs. MXFAX (1.54B). EVBLX (7.89) and MXFAX (7.66) have matching dividends . EVBLX was incepted earlier than MXFAX: EVBLX (22 years) vs MXFAX (21 years). EVBLX (1.06) is less costly to investors than MXFAX (0.96). EVBLX is a more actively managed with annual turnover of: 31.00 vs. MXFAX (26.00). EVBLX initial investment is less costly to investors than MXFAX (3%) vs MXFAX (3%). EVBLX has a lower initial minimum investment than MXFAX: EVBLX (1000) vs MXFAX (15000). MXFAX annual gain was more profitable for investors over the last year : 6.38 vs. EVBLX (5.57). MXFAX (36.63) and EVBLX (36.58) have equivalent 5 years return.
| EVBLX | MXFAX | EVBLX / MXFAX | |
| Total Expense Ratio | 1.06 | 0.96 | 110% |
| Annual Report Gross Expense Ratio | 1.06 | 0.96 | 110% |
| Fund Existence | 22 years | 21 years | - |
| Gain YTD | 0.707 | 1.051 | 67% |
| Front Load | 3% | 3% | 108% |
| Min. Initial Investment | 1000 | 15000 | 7% |
| Min. Initial Investment IRA | N/A | 25000 | - |
| Net Assets | 4.18B | 1.54B | 271% |
| Annual Yield % from dividends | 7.89 | 7.66 | 103% |
| Returns for 1 year | 5.57 | 6.38 | 87% |
| Returns for 3 years | 23.19 | 25.51 | 91% |
| Returns for 5 years | 36.58 | 36.63 | 100% |
| Returns for 10 years | 49.39 | 49.78 | 99% |
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