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EVBLX vs OOSIX
EVBLX vs OOSIX Comparison Chart in %
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EVBLX vs. OOSIX 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 OOSIX is a Hold.
FUNDAMENTALS
Fundamentals
EVBLX has more cash in the bank: 4.13B vs. OOSIX (2.86B). OOSIX pays higher dividends than EVBLX: OOSIX (9.11) vs EVBLX (7.72). EVBLX was incepted earlier than OOSIX: EVBLX (22 years) vs OOSIX (13 years). EVBLX (1.06) is less costly to investors than OOSIX (0.75). OOSIX is a more actively managed with annual turnover of: 48.00 vs. EVBLX (31.00). EVBLX has a lower initial minimum investment than OOSIX: EVBLX (1000) vs OOSIX (1000000). OOSIX annual gain was more profitable for investors over the last year : 6.61 vs. EVBLX (5.71). OOSIX return over 5 years is better than : 44.90 vs. EVBLX (32.39).
| EVBLX | OOSIX | EVBLX / OOSIX | |
| Total Expense Ratio | 1.06 | 0.75 | 141% |
| Annual Report Gross Expense Ratio | 1.06 | 0.75 | 141% |
| Fund Existence | 22 years | 13 years | - |
| Gain YTD | 1.083 | 1.413 | 77% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.13B | 2.86B | 145% |
| Annual Yield % from dividends | 7.72 | 9.11 | 85% |
| Returns for 1 year | 5.71 | 6.61 | 86% |
| Returns for 3 years | 24.85 | 27.70 | 90% |
| Returns for 5 years | 32.39 | 44.90 | 72% |
| Returns for 10 years | 50.46 | 50.00 | 101% |
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