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EAEAX vs GWPDX
EAEAX vs GWPDX Comparison
Open Charts EAEAX vs GWPDX
Eaton Vance Tax-Managed Eq Aset Allc A
Price$36.23
Change-$0.47 (-1.28%)
VolumeN/A
Net Assets778.74M
American Funds Growth Portfolio F3
Price$26.90
Change-$0.35 (-1.28%)
VolumeN/A
Net Assets21.83B
EAEAX vs GWPDX Comparison Chart
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EAEAX vs. GWPDX commentary
Jun 16, 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 EAEAX is a Buy and GWPDX is a Hold.
FUNDAMENTALS
Fundamentals
GWPDX has more cash in the bank: 21.8B vs. EAEAX (779M). GWPDX pays higher dividends than EAEAX: GWPDX (0.74) vs EAEAX (0.10). EAEAX was incepted earlier than GWPDX: EAEAX (23 years) vs GWPDX (8 years). EAEAX (1.71) is less costly to investors than GWPDX (0.38). EAEAX has a lower initial minimum investment than GWPDX: EAEAX (1000) vs GWPDX (1000000). GWPDX annual gain was more profitable for investors over the last year : 7.67 vs. EAEAX (6.23). EAEAX return over 5 years is better than : 70.70 vs. GWPDX (48.28).
| EAEAX | GWPDX | EAEAX / GWPDX | |
| Total Expense Ratio | 1.19 | 0.38 | 313% |
| Annual Report Gross Expense Ratio | 1.71 | 0.38 | 450% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 0.807 | 5.614 | 14% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 779M | 21.8B | 4% |
| Annual Yield % from dividends | 0.10 | 0.74 | 14% |
| Returns for 1 year | 6.23 | 7.67 | 81% |
| Returns for 3 years | 47.60 | 44.59 | 107% |
| Returns for 5 years | 70.70 | 48.28 | 146% |
| Returns for 10 years | 105.37 | N/A | - |
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