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EVBLX vs SFRZX
EVBLX vs SFRZX Comparison Chart in %
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EVBLX vs. SFRZX commentary
Aug 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 SFRZX is a Hold.
FUNDAMENTALS
Fundamentals
EVBLX has more cash in the bank: 4.1B vs. SFRZX (1.38B). SFRZX pays higher dividends than EVBLX: SFRZX (9.03) vs EVBLX (7.53). EVBLX was incepted earlier than SFRZX: EVBLX (22 years) vs SFRZX (11 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 : 7.03 vs. EVBLX (5.52). SFRZX return over 5 years is better than : 38.36 vs. EVBLX (32.31).
| 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 | 11 years | - |
| Gain YTD | 2.179 | 2.957 | 74% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.1B | 1.38B | 297% |
| Annual Yield % from dividends | 7.53 | 9.03 | 83% |
| Returns for 1 year | 5.52 | 7.03 | 79% |
| Returns for 3 years | 24.57 | 28.19 | 87% |
| Returns for 5 years | 32.31 | 38.36 | 84% |
| Returns for 10 years | 52.17 | 57.18 | 91% |
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