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EVTMX vs VIVAX
EVTMX vs VIVAX Comparison
Open Charts EVTMX vs VIVAX
Eaton Vance Dividend Builder A
Price$16.22
Change+$0.14 (+0.87%)
VolumeN/A
Net Assets893.79M
Vanguard Value Index I
Price$68.17
Change+$0.42 (+0.62%)
VolumeN/A
Net Assets183.52B
EVTMX vs VIVAX Comparison Chart
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EVTMX vs. VIVAX commentary
Jan 19, 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 EVTMX is a Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. EVTMX (894M). VIVAX pays higher dividends than EVTMX: VIVAX (2.25) vs EVTMX (1.51). EVTMX was incepted earlier than VIVAX: EVTMX (43 years) vs VIVAX (32 years). EVTMX is a more actively managed with annual turnover of: 49.00 vs. VIVAX (10.00). EVTMX has a lower initial minimum investment than VIVAX: EVTMX (1000) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 18.19 vs. EVTMX (11.10). VIVAX return over 5 years is better than : 44.18 vs. EVTMX (6.28).
| EVTMX | VIVAX | EVTMX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 43 years | 32 years | - |
| Gain YTD | 2.495 | 3.194 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 894M | 184B | 0% |
| Annual Yield % from dividends | 1.51 | 2.25 | 67% |
| Returns for 1 year | 11.10 | 18.19 | 61% |
| Returns for 3 years | -12.53 | 18.46 | -68% |
| Returns for 5 years | 6.28 | 44.18 | 14% |
| Returns for 10 years | 24.71 | 111.10 | 22% |
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