Interact to see
Advertisement
Advertisement
EVBLX vs OOSAX
EVBLX vs OOSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
EVBLX vs. OOSAX commentary
Jul 13, 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 OOSAX is a Hold.
FUNDAMENTALS
Fundamentals
EVBLX has more cash in the bank: 4.1B vs. OOSAX (2.86B). OOSAX pays higher dividends than EVBLX: OOSAX (8.64) vs EVBLX (7.62). EVBLX was incepted earlier than OOSAX: EVBLX (22 years) vs OOSAX (26 years). OOSAX (1.09) and EVBLX (1.06) have similar cost to investors . OOSAX is a more actively managed with annual turnover of: 48.00 vs. EVBLX (31.00). EVBLX (3%) and OOSAX (3%) have equivalent initial investment costs. EVBLX (1000) and OOSAX (1000) have matching initial minimum investment requirements. OOSAX annual gain was more profitable for investors over the last year : 6.31 vs. EVBLX (5.99). OOSAX return over 5 years is better than : 44.44 vs. EVBLX (33.43).
| EVBLX | OOSAX | EVBLX / OOSAX | |
| Total Expense Ratio | 1.06 | 1.09 | 97% |
| Annual Report Gross Expense Ratio | 1.06 | 1.09 | 97% |
| Fund Existence | 22 years | 26 years | - |
| Gain YTD | 1.921 | 2.246 | 86% |
| Front Load | 3% | 3% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.1B | 2.86B | 143% |
| Annual Yield % from dividends | 7.62 | 8.64 | 88% |
| Returns for 1 year | 5.99 | 6.31 | 95% |
| Returns for 3 years | 27.40 | 29.59 | 93% |
| Returns for 5 years | 33.43 | 44.44 | 75% |
| Returns for 10 years | 51.75 | 46.09 | 112% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| PXWGX | 24.32 | -0.15 | -0.61% |
| Impax US Sustainable Economy Investor | |||
| BSCMX | 18.22 | -0.19 | -1.03% |
| Brandes Small Cap Value I | |||
| GSMGX | 13.83 | -0.15 | -1.07% |
| Goldman Sachs Small/Mid Cap Growth C | |||
| JGMRX | 23.55 | -0.29 | -1.22% |
| Janus Henderson Triton R | |||
| HTECX | 24.46 | -0.34 | -1.37% |
| Hennessy Technology Investor | |||