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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$17.97
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets629.26M
American Funds Capital World Gr&Inc529F2
Price$65.16
Change+$0.12 (+0.18%)
VolumeN/A
Net Assets124.97B
ERBAX vs FCWGX Comparison Chart
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 125B vs. ERBAX (629M). FCWGX pays higher dividends than ERBAX: FCWGX (1.86) vs ERBAX (0.61). 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 : 2.48 vs. ERBAX (2.00).
| 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 | -0.718 | 2.922 | -25% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 629M | 125B | 1% |
| Annual Yield % from dividends | 0.61 | 1.86 | 33% |
| Returns for 1 year | 2.00 | 2.48 | 81% |
| Returns for 3 years | 9.60 | 33.65 | 29% |
| Returns for 5 years | 22.96 | N/A | - |
| Returns for 10 years | 24.98 | N/A | - |
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