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EVBLX vs PSRZX
EVBLX vs PSRZX Comparison Chart
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EVBLX vs. PSRZX commentary
May 25, 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 PSRZX is a Hold.
FUNDAMENTALS
Fundamentals
EVBLX has more cash in the bank: 4.18B vs. PSRZX (150M). EVBLX pays higher dividends than PSRZX: EVBLX (7.89) vs PSRZX (7.01). EVBLX was incepted earlier than PSRZX: EVBLX (22 years) vs PSRZX (14 years). EVBLX (1.06) and PSRZX (1.05) have similar cost to investors . PSRZX is a more actively managed with annual turnover of: 91.00 vs. EVBLX (31.00). EVBLX initial investment is less costly to investors than PSRZX (2%) vs PSRZX (2%). EVBLX (1000) and PSRZX (1000) have matching initial minimum investment requirements. PSRZX annual gain was more profitable for investors over the last year : 7.17 vs. EVBLX (5.32). EVBLX return over 5 years is better than : 36.26 vs. PSRZX (31.73).
| EVBLX | PSRZX | EVBLX / PSRZX | |
| Total Expense Ratio | 1.06 | 1.05 | 101% |
| Annual Report Gross Expense Ratio | 1.06 | 1.05 | 101% |
| Fund Existence | 22 years | 14 years | - |
| Gain YTD | 0.470 | 1.001 | 47% |
| Front Load | 3% | 2% | 144% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.18B | 150M | 2,785% |
| Annual Yield % from dividends | 7.89 | 7.01 | 113% |
| Returns for 1 year | 5.32 | 7.17 | 74% |
| Returns for 3 years | 23.47 | 24.92 | 94% |
| Returns for 5 years | 36.26 | 31.73 | 114% |
| Returns for 10 years | 49.04 | 41.53 | 118% |
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