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EVBLX vs RFRAX
EVBLX vs RFRAX Comparison
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EVBLX vs RFRAX Comparison Chart in %
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EVBLX vs. RFRAX commentary
Aug 30, 2026
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: 2.96B vs. RFRAX (738M). EVBLX (6.56) and RFRAX (6.43) have matching dividends . EVBLX was incepted earlier than RFRAX: EVBLX (23 years) vs RFRAX (21 years). EVBLX (1.07) and RFRAX (1.07) have similar cost to investors . RFRAX is a more actively managed with annual turnover of: 84.00 vs. EVBLX (35.00). 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 : 4.37 vs. EVBLX (1.46). RFRAX return over 5 years is better than : 28.98 vs. EVBLX (23.49).
| EVBLX | RFRAX | EVBLX / RFRAX | |
| Total Expense Ratio | 1.06 | 1.01 | 105% |
| Annual Report Gross Expense Ratio | 1.07 | 1.07 | 100% |
| Fund Existence | 23 years | 21 years | - |
| Gain YTD | 0.464 | 2.342 | 20% |
| Front Load | 3% | 3% | 108% |
| Min. Initial Investment | 1000 | 2000 | 50% |
| Min. Initial Investment IRA | N/A | 5000 | - |
| Net Assets | 2.96B | 738M | 401% |
| Annual Yield % from dividends | 6.56 | 6.43 | 102% |
| Returns for 1 year | 1.46 | 4.37 | 33% |
| Returns for 3 years | 16.41 | 21.88 | 75% |
| Returns for 5 years | 23.49 | 28.98 | 81% |
| Returns for 10 years | 50.44 | 54.93 | 92% |
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