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EVBLX vs SFHIX
EVBLX vs SFHIX Comparison Chart
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EVBLX vs. SFHIX commentary
May 03, 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: 4.18B vs. SFHIX (272M). SFHIX (7.95) and EVBLX (7.89) 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 (0.71). 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 : 5.98 vs. EVBLX (5.06). SFHIX return over 5 years is better than : 39.51 vs. EVBLX (37.43).
| EVBLX | SFHIX | EVBLX / SFHIX | |
| Total Expense Ratio | 1.06 | 0.54 | 196% |
| Annual Report Gross Expense Ratio | 1.06 | 0.71 | 149% |
| Fund Existence | 22 years | 11 years | - |
| Gain YTD | -0.121 | 0.571 | -21% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.18B | 272M | 1,536% |
| Annual Yield % from dividends | 7.89 | 7.95 | 99% |
| Returns for 1 year | 5.06 | 5.98 | 85% |
| Returns for 3 years | 19.02 | 20.99 | 91% |
| Returns for 5 years | 37.43 | 39.51 | 95% |
| Returns for 10 years | 48.00 | 50.36 | 95% |
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