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EVBLX vs RFRCX
EVBLX vs RFRCX Comparison Chart in %
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EVBLX vs. RFRCX commentary
Aug 06, 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 RFRCX is a Hold.
FUNDAMENTALS
Fundamentals
EVBLX has more cash in the bank: 4.08B vs. RFRCX (752M). EVBLX pays higher dividends than RFRCX: EVBLX (7.53) vs RFRCX (6.40). EVBLX was incepted earlier than RFRCX: EVBLX (22 years) vs RFRCX (19 years). RFRCX (1.78) is less costly to investors than EVBLX (1.06). RFRCX is a more actively managed with annual turnover of: 80.00 vs. EVBLX (31.00). EVBLX has a lower initial minimum investment than RFRCX: EVBLX (1000) vs RFRCX (2000). RFRCX annual gain was more profitable for investors over the last year : 6.68 vs. EVBLX (5.76). EVBLX return over 5 years is better than : 32.01 vs. RFRCX (29.77).
| EVBLX | RFRCX | EVBLX / RFRCX | |
| Total Expense Ratio | 1.06 | 1.76 | 60% |
| Annual Report Gross Expense Ratio | 1.06 | 1.78 | 60% |
| Fund Existence | 22 years | 19 years | - |
| Gain YTD | 2.179 | 3.259 | 67% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 2000 | 50% |
| Min. Initial Investment IRA | N/A | 5000 | - |
| Net Assets | 4.08B | 752M | 542% |
| Annual Yield % from dividends | 7.53 | 6.40 | 118% |
| Returns for 1 year | 5.76 | 6.68 | 86% |
| Returns for 3 years | 23.85 | 23.08 | 103% |
| Returns for 5 years | 32.01 | 29.77 | 108% |
| Returns for 10 years | 52.50 | 42.22 | 124% |
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