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EVBLX vs PSRZX
EVBLX vs PSRZX Comparison Chart in %
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EVBLX vs. PSRZX commentary
Jul 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 PSRZX is a Hold.
FUNDAMENTALS
Fundamentals
EVBLX has more cash in the bank: 4.1B vs. PSRZX (152M). EVBLX pays higher dividends than PSRZX: EVBLX (7.62) vs PSRZX (6.96). 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: 66.00 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 : 8.55 vs. EVBLX (6.11). EVBLX (33.27) and PSRZX (32.33) have equivalent 5 years return.
| 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 | 1.921 | 3.462 | 55% |
| Front Load | 3% | 2% | 144% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.1B | 152M | 2,699% |
| Annual Yield % from dividends | 7.62 | 6.96 | 109% |
| Returns for 1 year | 6.11 | 8.55 | 71% |
| Returns for 3 years | 27.55 | 30.94 | 89% |
| Returns for 5 years | 33.27 | 32.33 | 103% |
| Returns for 10 years | 51.75 | 45.00 | 115% |
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