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EVBLX vs RFRFX
EVBLX vs RFRFX Comparison Chart
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EVBLX vs. RFRFX commentary
May 26, 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 RFRFX is a Hold.
FUNDAMENTALS
Fundamentals
EVBLX has more cash in the bank: 4.18B vs. RFRFX (744M). RFRFX (7.94) and EVBLX (7.89) have matching dividends . EVBLX was incepted earlier than RFRFX: EVBLX (22 years) vs RFRFX (17 years). EVBLX (1.06) is less costly to investors than RFRFX (0.76). RFRFX is a more actively managed with annual turnover of: 80.00 vs. EVBLX (31.00). RFRFX has a lower initial minimum investment than EVBLX: RFRFX (0) vs EVBLX (1000). RFRFX annual gain was more profitable for investors over the last year : 6.72 vs. EVBLX (5.32). RFRFX return over 5 years is better than : 40.72 vs. EVBLX (36.26).
| EVBLX | RFRFX | EVBLX / RFRFX | |
| Total Expense Ratio | 1.06 | 0.73 | 145% |
| Annual Report Gross Expense Ratio | 1.06 | 0.76 | 139% |
| Fund Existence | 22 years | 17 years | - |
| Gain YTD | 0.470 | 1.420 | 33% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.18B | 744M | 561% |
| Annual Yield % from dividends | 7.89 | 7.94 | 99% |
| Returns for 1 year | 5.32 | 6.72 | 79% |
| Returns for 3 years | 23.47 | 25.52 | 92% |
| Returns for 5 years | 36.26 | 40.72 | 89% |
| Returns for 10 years | 49.04 | 53.62 | 91% |
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