Ad is loading...
EVBLX vs PSRZX
EVBLX vs PSRZX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
EVBLX vs. PSRZX commentary
May 01, 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: 4.53B vs. PSRZX (150M). EVBLX pays higher dividends than PSRZX: EVBLX (7.88) vs PSRZX (7.02). 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 : 7.00 vs. EVBLX (5.10). EVBLX return over 5 years is better than : 36.39 vs. PSRZX (31.41).
| 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 | -0.761 | -0.259 | 294% |
| Front Load | 3% | 2% | 144% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.53B | 150M | 3,021% |
| Annual Yield % from dividends | 7.88 | 7.02 | 112% |
| Returns for 1 year | 5.10 | 7.00 | 73% |
| Returns for 3 years | 17.73 | 20.22 | 88% |
| Returns for 5 years | 36.39 | 31.41 | 116% |
| Returns for 10 years | 47.05 | 39.49 | 119% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| JORIX | 17.67 | 0.06 | +0.34% |
| Janus Henderson Global Select S | |||
| CBFEX | 37.31 | 0.11 | +0.30% |
| American Funds Global Balanced 529E | |||
| AFJCX | 19.77 | N/A | N/A |
| Virtus NFJ International Value C | |||
| PEXMX | 29.54 | N/A | N/A |
| T. Rowe Price Extended Equity Market Idx | |||
| FNCSX | 31.15 | -0.05 | -0.16% |
| Franklin Natural Resources R6 | |||