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ERBAX vs FWCGX
ERBAX vs FWCGX Comparison
Open Charts ERBAX vs FWCGX
Eaton Vance Richard Bernstein Eq Strat A
Price$18.65
Change+$0.13 (+0.70%)
VolumeN/A
Net Assets688.18M
American Funds Capital World Gr&Inc529F3
Price$66.32
Change+$0.56 (+0.85%)
VolumeN/A
Net Assets128.02B
ERBAX vs FWCGX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 128B vs. ERBAX (688M). 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). ERBAX annual gain was more profitable for investors over the last year : 14.64 vs. FWCGX (11.88).
| 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 | 2.320 | 4.408 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 688M | 128B | 1% |
| Annual Yield % from dividends | 1.02 | 1.94 | 52% |
| Returns for 1 year | 14.64 | 11.88 | 123% |
| Returns for 3 years | 0.43 | 16.65 | 3% |
| Returns for 5 years | 16.77 | N/A | - |
| Returns for 10 years | 34.63 | N/A | - |