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ERBAX vs FWCGX
ERBAX vs FWCGX Comparison
Open Charts ERBAX vs FWCGX
Eaton Vance Richard Bernstein Eq Strat A
Price$18.88
Change-$0.08 (-0.42%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc529F3
Price$67.83
Change-$0.15 (-0.22%)
VolumeN/A
CapitalizationN/A
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ERBAX vs FWCGX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 128B vs. ERBAX (722M). FWCGX pays higher dividends than ERBAX: FWCGX (1.94) vs ERBAX (1.02). ERBAX was incepted earlier than FWCGX: ERBAX (14 years) vs FWCGX (4 years). ERBAX is a more actively managed with annual turnover of: 35.00 vs. FWCGX (27.00). FWCGX has a lower initial minimum investment than ERBAX: FWCGX (250) vs ERBAX (1000). FWCGX annual gain was more profitable for investors over the last year : 25.07 vs. ERBAX (16.15).
| ERBAX | FWCGX | ERBAX / FWCGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 4 years | - |
| Gain YTD | 15.680 | 14.417 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 722M | 128B | 1% |
| Annual Yield % from dividends | 1.02 | 1.94 | 52% |
| Returns for 1 year | 16.15 | 25.07 | 64% |
| Returns for 3 years | -5.10 | 12.26 | -42% |
| Returns for 5 years | 17.49 | N/A | - |
| Returns for 10 years | 34.87 | N/A | - |
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