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EVBLX vs OOSAX
EVBLX vs OOSAX Comparison Chart in %
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EVBLX vs. OOSAX commentary
Jun 18, 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: 4.13B vs. OOSAX (2.86B). OOSAX pays higher dividends than EVBLX: OOSAX (8.76) vs EVBLX (7.72). 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 : 6.25 vs. EVBLX (5.71). OOSAX return over 5 years is better than : 42.24 vs. EVBLX (32.39).
| 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 | 1.083 | 1.272 | 85% |
| Front Load | 3% | 3% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.13B | 2.86B | 145% |
| Annual Yield % from dividends | 7.72 | 8.76 | 88% |
| Returns for 1 year | 5.71 | 6.25 | 91% |
| Returns for 3 years | 24.85 | 26.43 | 94% |
| Returns for 5 years | 32.39 | 42.24 | 77% |
| Returns for 10 years | 50.46 | 44.85 | 113% |
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