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EVBLX vs RFRAX
EVBLX vs RFRAX Comparison Chart
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EVBLX vs. RFRAX commentary
Apr 28, 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 RFRAX is a Hold.
FUNDAMENTALS
Fundamentals
EVBLX has more cash in the bank: 4.53B vs. RFRAX (727M). EVBLX (7.88) and RFRAX (7.75) have matching dividends . EVBLX was incepted earlier than RFRAX: EVBLX (22 years) vs RFRAX (19 years). EVBLX (1.06) and RFRAX (1.03) have similar cost to investors . RFRAX is a more actively managed with annual turnover of: 80.00 vs. EVBLX (19.00). EVBLX initial investment is less costly to investors than RFRAX (3%) vs RFRAX (3%). EVBLX has a lower initial minimum investment than RFRAX: EVBLX (1000) vs RFRAX (2000). RFRAX annual gain was more profitable for investors over the last year : 5.51 vs. EVBLX (5.10). RFRAX return over 5 years is better than : 39.64 vs. EVBLX (36.47).
| EVBLX | RFRAX | EVBLX / RFRAX | |
| Total Expense Ratio | 1.06 | 1.01 | 105% |
| Annual Report Gross Expense Ratio | 1.06 | 1.03 | 103% |
| Fund Existence | 22 years | 19 years | - |
| Gain YTD | -0.761 | -0.317 | 240% |
| Front Load | 3% | 3% | 108% |
| Min. Initial Investment | 1000 | 2000 | 50% |
| Min. Initial Investment IRA | N/A | 5000 | - |
| Net Assets | 4.53B | 727M | 623% |
| Annual Yield % from dividends | 7.88 | 7.75 | 102% |
| Returns for 1 year | 5.10 | 5.51 | 93% |
| Returns for 3 years | 17.80 | 17.94 | 99% |
| Returns for 5 years | 36.47 | 39.64 | 92% |
| Returns for 10 years | 47.34 | 46.99 | 101% |
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