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EVFCX vs VASIX
EVFCX vs VASIX Comparison
Open Charts EVFCX vs VASIX
E-Valuator Cnsv (15%-30%) RMS R4
Price$9.82
Change-$0.02 (-0.20%)
VolumeN/A
CapitalizationN/A
Vanguard LifeStrategy Income I
Price$15.57
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
EVFCX vs VASIX Comparison Chart
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EVFCX vs. VASIX commentary
Nov 15, 2024
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 EVFCX is a Sell and VASIX is a Hold.
FUNDAMENTALS
Fundamentals
VASIX has more cash in the bank: 3.97B vs. EVFCX (49.1M). EVFCX pays higher dividends than VASIX: EVFCX (3.59) vs VASIX (3.30). EVFCX was incepted earlier than VASIX: EVFCX (8 years) vs VASIX (30 years). EVFCX is a more actively managed with annual turnover of: 148.00 vs. VASIX (4.00). VASIX has a lower initial minimum investment than EVFCX: VASIX (3000) vs EVFCX (10000). EVFCX annual gain was more profitable for investors over the last year : 10.78 vs. VASIX (10.03). VASIX return over 5 years is better than : 6.04 vs. EVFCX (4.18).
| EVFCX | VASIX | EVFCX / VASIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 30 years | - |
| Gain YTD | 6.021 | 4.486 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.1M | 3.97B | 1% |
| Annual Yield % from dividends | 3.59 | 3.30 | 109% |
| Returns for 1 year | 10.78 | 10.03 | 107% |
| Returns for 3 years | -7.66 | -4.43 | 173% |
| Returns for 5 years | 4.18 | 6.04 | 69% |
| Returns for 10 years | 18.00 | 27.27 | 66% |
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