Ad is loading...
EADIX vs RWIEX
EADIX vs RWIEX Comparison
Open Charts EADIX vs RWIEX
Eaton Vance Global Equity Income A
Price$16.82
Change+$0.16 (+0.96%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R4
Price$64.07
Change+$0.59 (+0.93%)
VolumeN/A
CapitalizationN/A
EADIX vs RWIEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
EADIX vs. RWIEX commentary
Dec 24, 2024
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: 125B vs. EADIX (682M). EADIX pays higher dividends than RWIEX: EADIX (4.04) vs RWIEX (1.68). EADIX was incepted earlier than RWIEX: EADIX (22 years) vs RWIEX (23 years). 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). RWIEX (9.48) and EADIX (9.48) have marching annual gain over last year. EADIX return over 5 years is better than : 37.43 vs. RWIEX (29.74).
| EADIX | RWIEX | EADIX / RWIEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 8.865 | 8.663 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 682M | 125B | 1% |
| Annual Yield % from dividends | 4.04 | 1.68 | 240% |
| Returns for 1 year | 9.48 | 9.48 | 100% |
| Returns for 3 years | 5.73 | 5.62 | 102% |
| Returns for 5 years | 37.43 | 29.74 | 126% |
| Returns for 10 years | 66.81 | 44.80 | 149% |