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EVBLX vs PFSRX
EVBLX vs PFSRX Comparison Chart
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EVBLX vs. PFSRX commentary
Jun 09, 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 PFSRX is a Hold.
FUNDAMENTALS
Fundamentals
EVBLX has more cash in the bank: 4.13B vs. PFSRX (184M). EVBLX pays higher dividends than PFSRX: EVBLX (7.72) vs PFSRX (6.94). EVBLX was incepted earlier than PFSRX: EVBLX (22 years) vs PFSRX (17 years). PFSRX (1.81) is less costly to investors than EVBLX (1.06). PFSRX is a more actively managed with annual turnover of: 93.00 vs. EVBLX (31.00). EVBLX has a lower initial minimum investment than PFSRX: EVBLX (1000) vs PFSRX (2500). EVBLX annual gain was more profitable for investors over the last year : 5.59 vs. PFSRX (5.18). EVBLX return over 5 years is better than : 32.39 vs. PFSRX (30.56).
| EVBLX | PFSRX | EVBLX / PFSRX | |
| Total Expense Ratio | 1.06 | 1.68 | 63% |
| Annual Report Gross Expense Ratio | 1.06 | 1.81 | 59% |
| Fund Existence | 22 years | 17 years | - |
| Gain YTD | 1.202 | 1.295 | 93% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | 100 | - |
| Net Assets | 4.13B | 184M | 2,247% |
| Annual Yield % from dividends | 7.72 | 6.94 | 111% |
| Returns for 1 year | 5.59 | 5.18 | 108% |
| Returns for 3 years | 22.57 | 21.41 | 105% |
| Returns for 5 years | 32.39 | 30.56 | 106% |
| Returns for 10 years | 50.31 | 37.26 | 135% |
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