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EVBLX vs NFIIX
EVBLX vs NFIIX Comparison Chart
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EVBLX vs. NFIIX commentary
May 03, 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 NFIIX is a Buy.
FUNDAMENTALS
Fundamentals
EVBLX has more cash in the bank: 4.18B vs. NFIIX (496M). NFIIX (7.98) and EVBLX (7.89) have matching dividends . EVBLX was incepted earlier than NFIIX: EVBLX (22 years) vs NFIIX (15 years). EVBLX (1.06) is less costly to investors than NFIIX (0.71). NFIIX is a more actively managed with annual turnover of: 76.00 vs. EVBLX (31.00). EVBLX has a lower initial minimum investment than NFIIX: EVBLX (1000) vs NFIIX (1000000). NFIIX annual gain was more profitable for investors over the last year : 6.60 vs. EVBLX (5.06). NFIIX return over 5 years is better than : 46.71 vs. EVBLX (37.43).
| EVBLX | NFIIX | EVBLX / NFIIX | |
| Total Expense Ratio | 1.06 | 0.63 | 168% |
| Annual Report Gross Expense Ratio | 1.06 | 0.71 | 149% |
| Fund Existence | 22 years | 15 years | - |
| Gain YTD | -0.121 | 0.781 | -15% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.18B | 496M | 842% |
| Annual Yield % from dividends | 7.89 | 7.98 | 99% |
| Returns for 1 year | 5.06 | 6.60 | 77% |
| Returns for 3 years | 19.02 | 23.52 | 81% |
| Returns for 5 years | 37.43 | 46.71 | 80% |
| Returns for 10 years | 48.00 | 55.70 | 86% |