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EVFCX vs VASIX
EVFCX vs VASIX Comparison
Open Charts EVFCX vs VASIX
E-Valuator Cnsv (15%-30%) RMS R4
Price$9.65
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets51.45M
Vanguard LifeStrategy Income I
Price$15.06
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets3.91B
EVFCX vs VASIX Comparison Chart
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EVFCX vs. VASIX commentary
Jan 20, 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 EVFCX is a Hold and VASIX is a Hold.
FUNDAMENTALS
Fundamentals
VASIX has more cash in the bank: 3.91B vs. EVFCX (51.5M). 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 : 6.62 vs. VASIX (3.51). VASIX return over 5 years is better than : 1.98 vs. EVFCX (1.15).
| 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 | 0.521 | 0.200 | 261% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.5M | 3.91B | 1% |
| Annual Yield % from dividends | 3.59 | 3.30 | 109% |
| Returns for 1 year | 6.62 | 3.51 | 188% |
| Returns for 3 years | 3.95 | -2.60 | -152% |
| Returns for 5 years | 1.15 | 1.98 | 58% |
| Returns for 10 years | 15.62 | 22.60 | 69% |
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