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EVFAX vs FFRCX
EVFAX vs FFRCX Comparison Chart
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EVFAX vs. FFRCX commentary
May 24, 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 EVFAX is a Hold and FFRCX is a Buy.
FUNDAMENTALS
Fundamentals
FFRCX has more cash in the bank: 14.4B vs. EVFAX (5.17B). EVFAX pays higher dividends than FFRCX: EVFAX (8.47) vs FFRCX (7.06). EVFAX was incepted earlier than FFRCX: EVFAX (17 years) vs FFRCX (25 years). EVFAX (2.67) is less costly to investors than FFRCX (1.77). FFRCX is a more actively managed with annual turnover of: 41.00 vs. EVFAX (35.00). FFRCX has a lower initial minimum investment than EVFAX: FFRCX (0) vs EVFAX (1000). EVFAX annual gain was more profitable for investors over the last year : 5.83 vs. FFRCX (4.98). EVFAX return over 5 years is better than : 43.72 vs. FFRCX (35.62).
| EVFAX | FFRCX | EVFAX / FFRCX | |
| Total Expense Ratio | 2.67 | 1.77 | 151% |
| Annual Report Gross Expense Ratio | 2.67 | 1.77 | 151% |
| Fund Existence | 17 years | 25 years | - |
| Gain YTD | 0.504 | 0.201 | 251% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 5.17B | 14.4B | 36% |
| Annual Yield % from dividends | 8.47 | 7.06 | 120% |
| Returns for 1 year | 5.83 | 4.98 | 117% |
| Returns for 3 years | 27.00 | 22.91 | 118% |
| Returns for 5 years | 43.72 | 35.62 | 123% |
| Returns for 10 years | 57.88 | 41.26 | 140% |
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