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EIBAX vs FIWGX
EIBAX vs FIWGX Comparison
Open Charts EIBAX vs FIWGX
Eaton Vance Total Return Bond I
Price$10.32
Change+$0.05 (+0.49%)
VolumeN/A
Net Assets2.67B
Strategic Advisers Fidelity Core
Price$9.08
Change+$0.05 (+0.55%)
VolumeN/A
Net Assets71.72B
EIBAX vs FIWGX Comparison Chart
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EIBAX vs. FIWGX commentary
Apr 25, 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 EIBAX is a Hold and FIWGX is a Hold.
FUNDAMENTALS
Fundamentals
FIWGX has more cash in the bank: 71.7B vs. EIBAX (2.67B). EIBAX pays higher dividends than FIWGX: EIBAX (5.37) vs FIWGX (4.28). EIBAX was incepted earlier than FIWGX: EIBAX (15 years) vs FIWGX (7 years). EIBAX (0.61) is less costly to investors than FIWGX (0.42). EIBAX is a more actively managed with annual turnover of: 372.00 vs. FIWGX (207.00). FIWGX has a lower initial minimum investment than EIBAX: FIWGX (0) vs EIBAX (1000000). EIBAX annual gain was more profitable for investors over the last year : 7.88 vs. FIWGX (6.78). EIBAX return over 5 years is better than : 17.25 vs. FIWGX (-2.15).
| EIBAX | FIWGX | EIBAX / FIWGX | |
| Total Expense Ratio | 0.49 | 0.17 | 288% |
| Annual Report Gross Expense Ratio | 0.61 | 0.42 | 145% |
| Fund Existence | 15 years | 7 years | - |
| Gain YTD | 1.688 | 1.427 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.67B | 71.7B | 4% |
| Annual Yield % from dividends | 5.37 | 4.28 | 125% |
| Returns for 1 year | 7.88 | 6.78 | 116% |
| Returns for 3 years | 7.64 | 4.88 | 156% |
| Returns for 5 years | 17.25 | -2.15 | -802% |
| Returns for 10 years | 28.66 | N/A | - |