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

This page compares WSFS Financial and Eaton Vance Tax-Managed Global Diversified Equity Income Fund across business models, financial performance, and market context, presented in a neutral, accessible way. Educational content, not financial advice.

Comparison Snapshot

Key Financial Metrics

WSFS

Metric

EXG

$3.08B

Market Cap

$2.90B

7.13%

Potential Profit

N/A

Buy

Analyst Rating

N/A

Investment Analysis

WSFS Financial

WSFS

Pros

WSFS Financial Corporation has a strong regional presence with $20.8 billion in assets and $93.4 billion in assets under management.
The company has shown revenue growth of 6.26% in 2024, reaching nearly $985 million.
The stock trades at a relatively low PE ratio of 12.69 with analysts maintaining a buy rating and a target price with potential upside.

Considerations

Net income slightly decreased by 2.04% in 2024, indicating some profitability pressure.
Dividend yield is modest at approximately 1.22%, which may be low for income-focused investors.
Exposure to regional economic cycles could impact its commercial lending and banking segments disproportionately.

Eaton Vance Tax-Managed Global Diversified Equity Income Fund

EXG

Pros

Eaton Vance Tax-Managed Global Diversified Equity Income Fund offers a high dividend yield around 8.5% to 9%, attractive for income investors.
The fund provides diversified global equity exposure with active management to optimize income and capital appreciation.
It uses call writing strategies on U.S. and foreign indices to enhance income generation.

Considerations

It is a closed-end fund trading at a discount to its net asset value, which can reflect underlying valuation or liquidity risks.
There is no available earnings or net income data as it is a fund, which may complicate valuation assessments.
The fund is subject to market volatility and risks inherent to equity investments across global markets.

About The Companies

WSFS Financial (WSFS)

WSFS Financial Corporation is a holding company that provides a broad range of financial services primarily through its main subsidiary, Wilmington Savings Fund Society, FSB (WSFS Bank). The company's operations are organised into three key segments. The WSFS Bank division offers commercial and consumer banking products, including loans, leases, and deposit accounts. The Cash Connect segment is a prominent provider of ATM vault cash, smart safe, and other cash logistics services across the United States. Finally, its Wealth Management arm delivers planning, advisory, and investment management services to individuals and institutions. This diversified model allows WSFS to serve a wide spectrum of financial needs, from everyday banking to complex wealth strategies. As with any financial institution, its performance can be influenced by economic conditions and interest rate changes. It's a company with deep roots, aiming to meet modern financial demands.

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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Comparison Snapshot