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EVBLX vs RFRAX
EVBLX vs RFRAX Comparison Chart
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EVBLX vs. RFRAX 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 RFRAX is a Hold.
FUNDAMENTALS
Fundamentals
EVBLX has more cash in the bank: 4.13B vs. RFRAX (747M). EVBLX (7.72) and RFRAX (7.44) 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 (31.00). 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 : 6.52 vs. EVBLX (5.59). RFRAX (33.84) and EVBLX (32.39) have equivalent 5 years return.
| 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 | 1.202 | 2.062 | 58% |
| Front Load | 3% | 3% | 108% |
| Min. Initial Investment | 1000 | 2000 | 50% |
| Min. Initial Investment IRA | N/A | 5000 | - |
| Net Assets | 4.13B | 747M | 553% |
| Annual Yield % from dividends | 7.72 | 7.44 | 104% |
| Returns for 1 year | 5.59 | 6.52 | 86% |
| Returns for 3 years | 22.57 | 23.21 | 97% |
| Returns for 5 years | 32.39 | 33.84 | 96% |
| Returns for 10 years | 50.31 | 50.05 | 101% |
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