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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$16.87
Change+$0.07 (+0.42%)
VolumeN/A
Net Assets650.12M
American Funds Capital World Gr&Inc529F2
Price$60.99
Change+$0.11 (+0.18%)
VolumeN/A
Net Assets117.37B
ERBAX vs FCWGX Comparison Chart
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 117B vs. ERBAX (650M). FCWGX pays higher dividends than ERBAX: FCWGX (1.87) vs ERBAX (0.61). ERBAX was incepted earlier than FCWGX: ERBAX (15 years) vs FCWGX (4 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). ERBAX annual gain was more profitable for investors over the last year : 0.65 vs. FCWGX (-0.66).
| 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 | 4 years | - |
| Gain YTD | -7.182 | -3.664 | 196% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 650M | 117B | 1% |
| Annual Yield % from dividends | 0.61 | 1.87 | 32% |
| Returns for 1 year | 0.65 | -0.66 | -97% |
| Returns for 3 years | -5.47 | 13.70 | -40% |
| Returns for 5 years | 16.34 | N/A | - |
| Returns for 10 years | 15.84 | N/A | - |