FB Financial vs Eaton Vance Tax-Managed Global Diversified Equity Income Fund

This page compares FB Financial and Eaton Vance Tax-Managed Global Diversified Equity Income Fund, examining business models, financial performance, and market context. The aim is to present information in a clear, neutral manner so readers can understand essential differences and similarities. Educational content, not financial advice.

This page compares FB Financial and Eaton Vance Tax-Managed Global Diversified Equity Income Fund, examining business models, financial performance, and market context. The aim is to present informati...

Comparison Snapshot

Key Financial Metrics

FBK

Metric

EXG

$3.13B

Market Cap

$2.90B

5.76%

Potential Profit

N/A

Buy

Analyst Rating

N/A

Investment Analysis

FB Financial

FBK

Pros

FB Financial operates a well-diversified banking business including commercial and consumer banking, plus mortgage services.
The company shows strong profitability with a net profit margin above 22% and improving core efficiency ratio.
Dividend payments are consistent with a yield around 1.36%, supported by stable earnings and a low debt-to-equity ratio near 11%.

Considerations

The stock's price-earnings ratio is relatively high at nearly 29, indicating premium valuation compared to typical banks.
Short-term technical indicators show mixed signals with recent sell signals and medium risk volatility, adding some near-term uncertainty.
Revenue growth is positive but exposed to cyclicality of mortgage and commercial lending markets which are sensitive to economic shifts.

Eaton Vance Tax-Managed Global Diversified Equity Income Fund

EXG

Pros

Eaton Vance Tax-Managed Global Diversified Equity Income Fund offers an attractive high dividend yield above 8.5%, appealing for income-focused investors.
The fund maintains a diversified global equity portfolio with an emphasis on dividend-paying stocks, reducing individual market risks.
It uses options strategies like writing call options to enhance income and manage risk within the portfolio.

Considerations

As a closed-end fund, it trades at a notable discount to its net asset value, reflecting market skepticism or liquidity constraints.
The fund lacks traditional earnings metrics like EPS and P/E, complicating fundamental valuation analysis compared to operating companies.
Its portfolio involves exposure to equity market volatility globally and reliance on income generation from dividends and derivatives, which may face headwinds in turbulent markets.

About The Companies

FB Financial (FBK)

FB Financial Corp (ticker: FBK) is a regional bank holding company that provides commercial and consumer banking, mortgage lending, treasury and wealth management services through a mix of branches and digital channels. With a market capitalisation near $2.9bn, it’s sized as a mid‑cap regional lender where interest-rate moves, loan growth and credit quality materially influence performance. Investors often watch its net interest margin, deposit trends, and provision for credit losses to gauge profitability and resilience. Regulatory oversight and local economic conditions — especially in its core markets — can drive variability in results. Balance-sheet strength and capital ratios are important when assessing downside risk, while management’s strategy on loans, deposits and capital returns affects upside. This is educational information, not personal advice: values can rise and fall and past performance is no guarantee of future returns. If you’re considering an investment, review the company’s filings and speak to a qualified financial adviser about suitability for your objectives and risk tolerance.

Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG)

The Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) is a closed-end fund designed for investors seeking regular income. Its main objective is to provide income and gains by investing in a diversified portfolio of dividend-paying common stocks from around the world. A secondary goal is capital appreciation, which means aiming for growth in the value of the investments over time. The fund is 'tax-managed', meaning it uses strategies to try and minimise the tax burden for its shareholders, for instance by focusing on qualified dividend income. It invests across a broad range of sectors, including technology, healthcare, and financials, to spread its investments. As with any investment, the fund's value can go down as well as up, and past performance is not a guarantee of future returns. Professional management is provided by Eaton Vance Management.

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Which Baskets Do They Appear In?

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Harley-Davidson is negotiating the sale of a stake in its financing arm, a strategic move to raise significant capital. This theme focuses on other manufacturers with large, valuable financing units that could be prime candidates for similar spin-offs or sales to unlock value.

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Comparison Snapshot