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EVBLX vs SPFPX
EVBLX vs SPFPX Comparison Chart in %
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EVBLX vs. SPFPX commentary
Aug 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 SPFPX is a Hold.
FUNDAMENTALS
Fundamentals
EVBLX has more cash in the bank: 4.1B vs. SPFPX (64.7M). SPFPX pays higher dividends than EVBLX: SPFPX (9.17) vs EVBLX (7.53). EVBLX was incepted earlier than SPFPX: EVBLX (22 years) vs SPFPX (10 years). SPFPX (1.34) is less costly to investors than EVBLX (1.06). SPFPX is a more actively managed with annual turnover of: 128.00 vs. EVBLX (31.00). EVBLX has a lower initial minimum investment than SPFPX: EVBLX (1000) vs SPFPX (2500). EVBLX annual gain was more profitable for investors over the last year : 5.64 vs. SPFPX (2.11). EVBLX return over 5 years is better than : 32.47 vs. SPFPX (23.18).
| EVBLX | SPFPX | EVBLX / SPFPX | |
| Total Expense Ratio | 1.06 | 1.20 | 88% |
| Annual Report Gross Expense Ratio | 1.06 | 1.34 | 79% |
| Fund Existence | 22 years | 10 years | - |
| Gain YTD | 2.300 | -1.402 | -164% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.1B | 64.7M | 6,340% |
| Annual Yield % from dividends | 7.53 | 9.17 | 82% |
| Returns for 1 year | 5.64 | 2.11 | 267% |
| Returns for 3 years | 24.71 | 16.03 | 154% |
| Returns for 5 years | 32.47 | 23.18 | 140% |
| Returns for 10 years | 52.35 | N/A | - |
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