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ERBAX vs FWGIX
ERBAX vs FWGIX Comparison
Open Charts ERBAX vs FWGIX
Eaton Vance RBA Equity Strategy Fd Cl A
Price$18.76
Change-$0.24 (-1.26%)
VolumeN/A
Net Assets657.91M
American Funds Capital World Gr&Inc F3
Price$68.68
Change-$0.73 (-1.05%)
VolumeN/A
Net Assets131.04B
ERBAX vs FWGIX Comparison Chart
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ERBAX vs. FWGIX commentary
Jun 15, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ERBAX is a Buy and FWGIX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 131B vs. ERBAX (658M). FWGIX pays higher dividends than ERBAX: FWGIX (1.85) vs ERBAX (0.58). ERBAX was incepted earlier than FWGIX: ERBAX (15 years) vs FWGIX (8 years). ERBAX (1.30) is less costly to investors than FWGIX (0.41). ERBAX is a more actively managed with annual turnover of: 35.00 vs. FWGIX (27.00). ERBAX has a lower initial minimum investment than FWGIX: ERBAX (1000) vs FWGIX (1000000). FWGIX annual gain was more profitable for investors over the last year : 6.71 vs. ERBAX (4.43). FWGIX return over 5 years is better than : 53.53 vs. ERBAX (24.26).
| ERBAX | FWGIX | ERBAX / FWGIX | |
| Total Expense Ratio | 1.30 | 0.41 | 317% |
| Annual Report Gross Expense Ratio | 1.30 | 0.41 | 317% |
| Fund Existence | 15 years | 8 years | - |
| Gain YTD | 3.646 | 9.196 | 40% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 658M | 131B | 1% |
| Annual Yield % from dividends | 0.58 | 1.85 | 31% |
| Returns for 1 year | 4.43 | 6.71 | 66% |
| Returns for 3 years | 19.81 | 45.29 | 44% |
| Returns for 5 years | 24.26 | 53.53 | 45% |
| Returns for 10 years | 31.97 | N/A | - |
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