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EVFAX vs FFRIX
EVFAX vs FFRIX Comparison Chart in %
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EVFAX vs. FFRIX commentary
Aug 26, 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: 15.2B vs. EVFAX (5.27B). EVFAX (8.08) and FFRIX (7.74) 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 annual gain was more profitable for investors over the last year : 6.73 vs. EVFAX (6.29). FFRIX (38.46) and EVFAX (36.63) 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 | 2.479 | 2.631 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | 500 | - |
| Net Assets | 5.27B | 15.2B | 35% |
| Annual Yield % from dividends | 8.08 | 7.74 | 104% |
| Returns for 1 year | 6.29 | 6.73 | 94% |
| Returns for 3 years | 26.82 | 26.43 | 101% |
| Returns for 5 years | 36.63 | 38.46 | 95% |
| Returns for 10 years | 63.50 | 62.42 | 102% |
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