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EVFAX vs FFRIX
EVFAX vs FFRIX Comparison Chart
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EVFAX vs. FFRIX 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 FFRIX is a Hold.
FUNDAMENTALS
Fundamentals
FFRIX has more cash in the bank: 14.4B vs. EVFAX (5.17B). EVFAX (8.47) and FFRIX (8.08) have matching dividends . EVFAX was incepted earlier than FFRIX: EVFAX (17 years) vs FFRIX (25 years). EVFAX (2.67) is less costly to investors than FFRIX (0.77). FFRIX is a more actively managed with annual turnover of: 41.00 vs. EVFAX (35.00). FFRIX has a lower initial minimum investment than EVFAX: FFRIX (0) vs EVFAX (1000). FFRIX (6.03) and EVFAX (5.83) have marching annual gain over last year. EVFAX (43.72) and FFRIX (42.69) have equivalent 5 years return.
| EVFAX | FFRIX | EVFAX / FFRIX | |
| Total Expense Ratio | 2.67 | 0.77 | 347% |
| Annual Report Gross Expense Ratio | 2.67 | 0.77 | 347% |
| Fund Existence | 17 years | 25 years | - |
| Gain YTD | 0.504 | 0.532 | 95% |
| 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 | 8.08 | 105% |
| Returns for 1 year | 5.83 | 6.03 | 97% |
| Returns for 3 years | 27.00 | 26.71 | 101% |
| Returns for 5 years | 43.72 | 42.69 | 102% |
| Returns for 10 years | 57.88 | 56.16 | 103% |
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