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EVBLX vs SFRZX
EVBLX vs SFRZX Comparison Chart
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EVBLX vs. SFRZX commentary
Jun 02, 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 SFRZX is a Hold.
FUNDAMENTALS
Fundamentals
EVBLX has more cash in the bank: 4.18B vs. SFRZX (1.34B). SFRZX pays higher dividends than EVBLX: SFRZX (8.59) vs EVBLX (7.72). EVBLX was incepted earlier than SFRZX: EVBLX (22 years) vs SFRZX (10 years). EVBLX (1.06) is less costly to investors than SFRZX (0.64). SFRZX is a more actively managed with annual turnover of: 110.00 vs. EVBLX (31.00). EVBLX has a lower initial minimum investment than SFRZX: EVBLX (1000) vs SFRZX (2500000). SFRZX annual gain was more profitable for investors over the last year : 6.80 vs. EVBLX (6.46). SFRZX return over 5 years is better than : 39.56 vs. EVBLX (34.74).
| EVBLX | SFRZX | EVBLX / SFRZX | |
| Total Expense Ratio | 1.06 | 0.54 | 196% |
| Annual Report Gross Expense Ratio | 1.06 | 0.64 | 166% |
| Fund Existence | 22 years | 10 years | - |
| Gain YTD | 1.202 | 0.400 | 300% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.18B | 1.34B | 311% |
| Annual Yield % from dividends | 7.72 | 8.59 | 90% |
| Returns for 1 year | 6.46 | 6.80 | 95% |
| Returns for 3 years | 22.99 | 24.64 | 93% |
| Returns for 5 years | 34.74 | 39.56 | 88% |
| Returns for 10 years | 49.99 | 52.61 | 95% |
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