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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$18.19
Change+$0.26 (+1.45%)
VolumeN/A
Net Assets681.3M
American Funds Capital World Gr&Inc529F2
Price$66.19
Change+$1.28 (+1.97%)
VolumeN/A
Net Assets125.54B
ERBAX vs FCWGX Comparison Chart
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 126B vs. ERBAX (681M). 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 annual gain was more profitable for investors over the last year : 6.97 vs. ERBAX (6.59).
| 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 | -0.939 | 4.171 | -23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 681M | 126B | 1% |
| Annual Yield % from dividends | 1.02 | 1.91 | 53% |
| Returns for 1 year | 6.59 | 6.97 | 94% |
| Returns for 3 years | 2.01 | 24.67 | 8% |
| Returns for 5 years | 17.93 | N/A | - |
| Returns for 10 years | 26.64 | N/A | - |
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