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EVBLX vs SFHIX
EVBLX vs SFHIX Comparison Chart in %
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EVBLX vs. SFHIX commentary
Jul 14, 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 SFHIX is a Hold.
FUNDAMENTALS
Fundamentals
EVBLX has more cash in the bank: 4.1B vs. SFHIX (280M). SFHIX (7.79) and EVBLX (7.62) have matching dividends . EVBLX was incepted earlier than SFHIX: EVBLX (22 years) vs SFHIX (11 years). EVBLX (1.06) is less costly to investors than SFHIX (0.73). SFHIX is a more actively managed with annual turnover of: 70.00 vs. EVBLX (31.00). EVBLX has a lower initial minimum investment than SFHIX: EVBLX (1000) vs SFHIX (1000000). SFHIX annual gain was more profitable for investors over the last year : 7.57 vs. EVBLX (5.99). SFHIX return over 5 years is better than : 36.38 vs. EVBLX (33.43).
| EVBLX | SFHIX | EVBLX / SFHIX | |
| Total Expense Ratio | 1.06 | 0.55 | 193% |
| Annual Report Gross Expense Ratio | 1.06 | 0.73 | 145% |
| Fund Existence | 22 years | 11 years | - |
| Gain YTD | 1.921 | 3.548 | 54% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.1B | 280M | 1,465% |
| Annual Yield % from dividends | 7.62 | 7.79 | 98% |
| Returns for 1 year | 5.99 | 7.57 | 79% |
| Returns for 3 years | 27.40 | 29.54 | 93% |
| Returns for 5 years | 33.43 | 36.38 | 92% |
| Returns for 10 years | 51.75 | 54.74 | 95% |
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