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EVUAX vs FUFRX
EVUAX vs FUFRX Comparison
Open Charts EVUAX vs FUFRX
EVUAX vs FUFRX Comparison Chart in %
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EVUAX vs. FUFRX commentary
Sep 10, 2026
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 EVUAX is a Buy and FUFRX is a Buy.
FUNDAMENTALS
Fundamentals
FUFRX has more cash in the bank: 7.23B vs. EVUAX (337M). FUFRX pays higher dividends than EVUAX: FUFRX (2.38) vs EVUAX (1.49). EVUAX was incepted earlier than FUFRX: EVUAX (33 years) vs FUFRX (13 years). EVUAX (1.15) is less costly to investors than FUFRX (0.51). EVUAX is a more actively managed with annual turnover of: 13.00 vs. FUFRX (10.80). EVUAX has a lower initial minimum investment than FUFRX: EVUAX (1000) vs FUFRX (1000000). FUFRX annual gain was more profitable for investors over the last year : 3.28 vs. EVUAX (2.07). FUFRX return over 5 years is better than : 28.84 vs. EVUAX (-3.29).
| EVUAX | FUFRX | EVUAX / FUFRX | |
| Total Expense Ratio | 1.03 | 0.50 | 206% |
| Annual Report Gross Expense Ratio | 1.15 | 0.51 | 225% |
| Fund Existence | 33 years | 13 years | - |
| Gain YTD | 3.239 | 4.780 | 68% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 337M | 7.23B | 5% |
| Annual Yield % from dividends | 1.49 | 2.38 | 63% |
| Returns for 1 year | 2.07 | 3.28 | 63% |
| Returns for 3 years | 28.81 | 35.10 | 82% |
| Returns for 5 years | -3.29 | 28.84 | -11% |
| Returns for 10 years | 23.23 | 65.54 | 35% |
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