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EADIX vs RWIEX
EADIX vs RWIEX Comparison
Open Charts EADIX vs RWIEX
Eaton Vance Global Equity Income A
Price$15.87
Change+$0.14 (+0.89%)
VolumeN/A
Net Assets650.47M
American Funds Capital World Gr&Inc R4
Price$60.81
Change+$0.11 (+0.18%)
VolumeN/A
Net Assets117.17B
EADIX vs RWIEX Comparison Chart
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EADIX vs. RWIEX commentary
Apr 18, 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 EADIX is a Buy and RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 117B vs. EADIX (650M). EADIX pays higher dividends than RWIEX: EADIX (4.16) vs RWIEX (1.63). EADIX was incepted earlier than RWIEX: EADIX (22 years) vs RWIEX (23 years). EADIX (1.20) is less costly to investors than RWIEX (0.76). EADIX is a more actively managed with annual turnover of: 107.00 vs. RWIEX (27.00). RWIEX has a lower initial minimum investment than EADIX: RWIEX (250) vs EADIX (1000). EADIX annual gain was more profitable for investors over the last year : -0.40 vs. RWIEX (-0.93). EADIX return over 5 years is better than : 56.35 vs. RWIEX (43.64).
| EADIX | RWIEX | EADIX / RWIEX | |
| Total Expense Ratio | 1.20 | 0.76 | 158% |
| Annual Report Gross Expense Ratio | 1.20 | 0.76 | 158% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | -4.519 | -3.723 | 121% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 650M | 117B | 1% |
| Annual Yield % from dividends | 4.16 | 1.63 | 255% |
| Returns for 1 year | -0.40 | -0.93 | 43% |
| Returns for 3 years | 13.29 | 10.96 | 121% |
| Returns for 5 years | 56.35 | 43.64 | 129% |
| Returns for 10 years | 54.66 | 32.80 | 167% |
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