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EDIIX vs FWCBX
EDIIX vs FWCBX Comparison
Open Charts EDIIX vs FWCBX
Eaton Vance Global Income Builder I
Price$11.49
Change-$0.05 (-0.43%)
VolumeN/A
Net Assets285.93M
American Funds Capital Income Bldr 529F3
Price$78.99
Change-$0.18 (-0.23%)
VolumeN/A
Net Assets119.1B
EDIIX vs FWCBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 119B vs. EDIIX (286M). EDIIX pays higher dividends than FWCBX: EDIIX (4.93) vs FWCBX (3.16). EDIIX was incepted earlier than FWCBX: EDIIX (20 years) vs FWCBX (5 years). EDIIX (0.93) is less costly to investors than FWCBX (0.32). EDIIX is a more actively managed with annual turnover of: 108.00 vs. FWCBX (56.00). FWCBX has a lower initial minimum investment than EDIIX: FWCBX (250) vs EDIIX (1000000). FWCBX annual gain was more profitable for investors over the last year : 13.35 vs. EDIIX (11.48). FWCBX return over 5 years is better than : 53.33 vs. EDIIX (40.15).
| EDIIX | FWCBX | EDIIX / FWCBX | |
| Total Expense Ratio | 0.92 | 0.32 | 288% |
| Annual Report Gross Expense Ratio | 0.93 | 0.32 | 291% |
| Fund Existence | 20 years | 5 years | - |
| Gain YTD | 15.636 | 16.957 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 286M | 119B | 0% |
| Annual Yield % from dividends | 4.93 | 3.16 | 156% |
| Returns for 1 year | 11.48 | 13.35 | 86% |
| Returns for 3 years | 43.20 | 39.43 | 110% |
| Returns for 5 years | 40.15 | 53.33 | 75% |
| Returns for 10 years | 73.77 | N/A | - |
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