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EDIRX vs FWCBX
EDIRX vs FWCBX Comparison
Open Charts EDIRX vs FWCBX
Eaton Vance Global Income Builder R
Price$11.57
Change-$0.08 (-0.69%)
VolumeN/A
Net Assets288.08M
American Funds Capital Income Bldr 529F3
Price$79.50
Change-$0.08 (-0.10%)
VolumeN/A
Net Assets120.2B
EDIRX vs FWCBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 120B vs. EDIRX (288M). EDIRX pays higher dividends than FWCBX: EDIRX (4.50) vs FWCBX (3.17). EDIRX was incepted earlier than FWCBX: EDIRX (20 years) vs FWCBX (5 years). EDIRX (1.43) is less costly to investors than FWCBX (0.32). EDIRX is a more actively managed with annual turnover of: 108.00 vs. FWCBX (56.00). FWCBX has a lower initial minimum investment than EDIRX: FWCBX (250) vs EDIRX (1000). FWCBX annual gain was more profitable for investors over the last year : 12.66 vs. EDIRX (10.45).
| EDIRX | FWCBX | EDIRX / FWCBX | |
| Total Expense Ratio | 1.42 | 0.32 | 444% |
| Annual Report Gross Expense Ratio | 1.43 | 0.32 | 447% |
| Fund Existence | 20 years | 5 years | - |
| Gain YTD | 16.084 | 17.712 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288M | 120B | 0% |
| Annual Yield % from dividends | 4.50 | 3.17 | 142% |
| Returns for 1 year | 10.45 | 12.66 | 83% |
| Returns for 3 years | 52.63 | 52.66 | 100% |
| Returns for 5 years | 44.07 | N/A | - |
| Returns for 10 years | 74.14 | N/A | - |
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