EVGIX
Price
$10.92
Change
+$0.01 (+0.09%)
Updated
Nov 28, 6:59 PM EST
RSLEX
Price
$60.24
Change
-$0.03 (-0.05%)
Updated
Nov 28, 6:59 PM EST
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Compare trend and price EVGIX vs RSLEX

Header iconEVGIX vs RSLEX Comparison
Open Charts EVGIX vs RSLEXBanner chart's image
Evermore Global Value Institutional
Price$10.92
Change+$0.01 (+0.09%)
VolumeN/A
CapitalizationN/A
American Funds SMALLCAP World R4
Price$60.24
Change-$0.03 (-0.05%)
VolumeN/A
CapitalizationN/A
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EVGIX vs RSLEX Comparison Chart

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VS
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).
EVGIXRSLEXEVGIX / RSLEX
Total Expense Ratio1.361.01135%
Annual Report Gross Expense Ratio1.481.01147%
Fund Existence14 years21 years-
Gain YTD12.7818.345153%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRA1000000250400,000%
Net Assets89.7M66B0%
Annual Yield % from dividends4.740.00-
Returns for 1 year10.446.75155%
Returns for 3 years-5.89-16.5936%
Returns for 5 years-9.8627.10-36%
Returns for 10 years10.7179.0014%
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