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ERBAX vs FCWGX
ERBAX vs FCWGX Comparison
Open Charts ERBAX vs FCWGX
Eaton Vance RBA Equity Strategy Fd Cl A
Price$19.41
Change-$0.09 (-0.46%)
VolumeN/A
Net Assets672.74M
American Funds Capital World Gr&Inc529F2
Price$71.49
Change-$0.31 (-0.43%)
VolumeN/A
Net Assets136.29B
ERBAX vs FCWGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 136B vs. ERBAX (673M). FCWGX pays higher dividends than ERBAX: FCWGX (1.68) vs ERBAX (0.56). ERBAX was incepted earlier than FCWGX: ERBAX (15 years) vs FCWGX (5 years). ERBAX (1.30) is less costly to investors than FCWGX (0.52). 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 annual gain was more profitable for investors over the last year : 8.01 vs. ERBAX (5.34).
| ERBAX | FCWGX | ERBAX / FCWGX | |
| Total Expense Ratio | 1.30 | 0.52 | 250% |
| Annual Report Gross Expense Ratio | 1.30 | 0.52 | 250% |
| Fund Existence | 15 years | 5 years | - |
| Gain YTD | 7.735 | 13.554 | 57% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 673M | 136B | 0% |
| Annual Yield % from dividends | 0.56 | 1.68 | 33% |
| Returns for 1 year | 5.34 | 8.01 | 67% |
| Returns for 3 years | 23.37 | 55.52 | 42% |
| Returns for 5 years | 22.42 | N/A | - |
| Returns for 10 years | 35.80 | N/A | - |
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