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EVFCX vs VASIX
EVFCX vs VASIX Comparison
Open Charts EVFCX vs VASIX
E-Valuator Cnsv (15%-30%) RMS R4
Price$9.78
Change-$0.11 (-1.11%)
VolumeN/A
CapitalizationN/A
Vanguard LifeStrategy Income I
Price$15.56
Change-$0.15 (-0.95%)
VolumeN/A
CapitalizationN/A
EVFCX vs VASIX Comparison Chart
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EVFCX vs. VASIX commentary
Dec 19, 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 StrongBuy and VASIX is a Hold.
FUNDAMENTALS
Fundamentals
VASIX has more cash in the bank: 4.01B vs. EVFCX (47.7M). EVFCX pays higher dividends than VASIX: EVFCX (3.59) vs VASIX (3.30). EVFCX was incepted earlier than VASIX: EVFCX (9 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 : 7.04 vs. VASIX (5.73). VASIX return over 5 years is better than : 6.14 vs. EVFCX (3.51).
| EVFCX | VASIX | EVFCX / VASIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 30 years | - |
| Gain YTD | 6.560 | 5.426 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47.7M | 4.01B | 1% |
| Annual Yield % from dividends | 3.59 | 3.30 | 109% |
| Returns for 1 year | 7.04 | 5.73 | 123% |
| Returns for 3 years | -6.14 | -3.52 | 175% |
| Returns for 5 years | 3.51 | 6.14 | 57% |
| Returns for 10 years | 17.86 | 27.39 | 65% |
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