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EVBLX vs SAMBX
EVBLX vs SAMBX Comparison Chart
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EVBLX vs. SAMBX commentary
May 01, 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 SAMBX is a Hold.
FUNDAMENTALS
Fundamentals
EVBLX has more cash in the bank: 4.53B vs. SAMBX (1.34B). SAMBX pays higher dividends than EVBLX: SAMBX (9.45) vs EVBLX (7.88). EVBLX was incepted earlier than SAMBX: EVBLX (22 years) vs SAMBX (19 years). EVBLX (1.06) is less costly to investors than SAMBX (0.78). SAMBX is a more actively managed with annual turnover of: 110.00 vs. EVBLX (31.00). EVBLX has a lower initial minimum investment than SAMBX: EVBLX (1000) vs SAMBX (100000). SAMBX annual gain was more profitable for investors over the last year : 6.24 vs. EVBLX (5.10). SAMBX return over 5 years is better than : 41.41 vs. EVBLX (36.39).
| EVBLX | SAMBX | EVBLX / SAMBX | |
| Total Expense Ratio | 1.06 | 0.64 | 166% |
| Annual Report Gross Expense Ratio | 1.06 | 0.78 | 136% |
| Fund Existence | 22 years | 19 years | - |
| Gain YTD | -0.761 | -0.953 | 80% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.53B | 1.34B | 338% |
| Annual Yield % from dividends | 7.88 | 9.45 | 83% |
| Returns for 1 year | 5.10 | 6.24 | 82% |
| Returns for 3 years | 17.73 | 19.75 | 90% |
| Returns for 5 years | 36.39 | 41.41 | 88% |
| Returns for 10 years | 47.05 | 49.49 | 95% |
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