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Compare trend and price EVGIX vs RSLEX
EVGIX vs RSLEX Comparison
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EVGIX vs. RSLEX commentary
Nov 29, 2023
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 EVGIX is a Buy and RSLEX is a Hold.
FUNDAMENTALS
Fundamentals
RSLEX has more cash in the bank: 66B vs. EVGIX (89.7M). EVGIX pays higher dividends than RSLEX: EVGIX (4.74) vs RSLEX (0.00). EVGIX was incepted earlier than RSLEX: EVGIX (14 years) vs RSLEX (21 years). EVGIX (1.48) is less costly to investors than RSLEX (1.01). RSLEX is a more actively managed with annual turnover of: 32.00 vs. EVGIX (14.00). RSLEX has a lower initial minimum investment than EVGIX: RSLEX (250) vs EVGIX (1000000). EVGIX IRA initial investment is lower compared to RSLEX: EVGIX (1000000) vs RSLEX (250). EVGIX annual gain was more profitable for investors over the last year : 10.44 vs. RSLEX (6.75). RSLEX return over 5 years is better than : 27.10 vs. EVGIX (-9.86).
| EVGIX | RSLEX | EVGIX / RSLEX | |
| Total Expense Ratio | 1.36 | 1.01 | 135% |
| Annual Report Gross Expense Ratio | 1.48 | 1.01 | 147% |
| Fund Existence | 14 years | 21 years | - |
| Gain YTD | 12.781 | 8.345 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | 1000000 | 250 | 400,000% |
| Net Assets | 89.7M | 66B | 0% |
| Annual Yield % from dividends | 4.74 | 0.00 | - |
| Returns for 1 year | 10.44 | 6.75 | 155% |
| Returns for 3 years | -5.89 | -16.59 | 36% |
| Returns for 5 years | -9.86 | 27.10 | -36% |
| Returns for 10 years | 10.71 | 79.00 | 14% |