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ERBAX vs FWCGX
ERBAX vs FWCGX Comparison
Open Charts ERBAX vs FWCGX
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&Inc529F3
Price$71.47
Change-$0.30 (-0.42%)
VolumeN/A
Net Assets136.29B
ERBAX vs FWCGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 136B vs. ERBAX (673M). FWCGX pays higher dividends than ERBAX: FWCGX (1.73) vs ERBAX (0.56). ERBAX was incepted earlier than FWCGX: ERBAX (15 years) vs FWCGX (5 years). ERBAX (1.30) is less costly to investors than FWCGX (0.47). 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 : 8.06 vs. ERBAX (5.34).
| ERBAX | FWCGX | ERBAX / FWCGX | |
| Total Expense Ratio | 1.30 | 0.47 | 277% |
| Annual Report Gross Expense Ratio | 1.30 | 0.47 | 277% |
| Fund Existence | 15 years | 5 years | - |
| Gain YTD | 7.735 | 13.589 | 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 | 1.73 | 32% |
| Returns for 1 year | 5.34 | 8.06 | 66% |
| Returns for 3 years | 23.37 | 55.71 | 42% |
| Returns for 5 years | 22.42 | N/A | - |
| Returns for 10 years | 35.80 | N/A | - |
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