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EVBLX vs RFRCX
EVBLX vs RFRCX Comparison Chart
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EVBLX vs. RFRCX commentary
May 23, 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: 4.18B vs. RFRCX (745M). EVBLX pays higher dividends than RFRCX: EVBLX (7.89) vs RFRCX (6.90). 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 : 5.71 vs. EVBLX (5.32). EVBLX return over 5 years is better than : 36.26 vs. RFRCX (33.72).
| 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 | 0.470 | 1.191 | 39% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 2000 | 50% |
| Min. Initial Investment IRA | N/A | 5000 | - |
| Net Assets | 4.18B | 745M | 561% |
| Annual Yield % from dividends | 7.89 | 6.90 | 114% |
| Returns for 1 year | 5.32 | 5.71 | 93% |
| Returns for 3 years | 23.05 | 21.26 | 108% |
| Returns for 5 years | 36.26 | 33.72 | 108% |
| Returns for 10 years | 49.04 | 38.49 | 127% |
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