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ERBAX vs FCWGX
ERBAX vs FCWGX Comparison
Open Charts ERBAX vs FCWGX
Eaton Vance Richard Bernstein Eq Strat A
Price$19.33
Change-$0.12 (-0.62%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc529F2
Price$65.43
Change-$4.73 (-6.74%)
VolumeN/A
CapitalizationN/A
ERBAX vs FCWGX Comparison Chart
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 130B vs. ERBAX (726M). FCWGX pays higher dividends than ERBAX: FCWGX (1.91) vs ERBAX (1.02). ERBAX was incepted earlier than FCWGX: ERBAX (14 years) vs FCWGX (4 years). ERBAX is a more actively managed with annual turnover of: 35.00 vs. FCWGX (27.00). FCWGX has a lower initial minimum investment than ERBAX: FCWGX (250) vs ERBAX (1000). FCWGX (12.27) and ERBAX (12.22) have marching annual gain over last year.
| ERBAX | FCWGX | ERBAX / FCWGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 4 years | - |
| Gain YTD | 18.670 | 10.665 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 726M | 130B | 1% |
| Annual Yield % from dividends | 1.02 | 1.91 | 53% |
| Returns for 1 year | 12.22 | 12.27 | 100% |
| Returns for 3 years | 4.46 | 13.01 | 34% |
| Returns for 5 years | 22.89 | N/A | - |
| Returns for 10 years | 37.69 | N/A | - |
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