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ERBAX vs FWGIX
ERBAX vs FWGIX Comparison
Open Charts ERBAX vs FWGIX
Eaton Vance Richard Bernstein Eq Strat A
Price$18.88
Change-$0.08 (-0.42%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc F3
Price$67.82
Change-$0.15 (-0.22%)
VolumeN/A
CapitalizationN/A
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ERBAX vs FWGIX Comparison Chart
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ERBAX vs. FWGIX commentary
Sep 21, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 128B vs. ERBAX (722M). FWGIX pays higher dividends than ERBAX: FWGIX (1.99) vs ERBAX (1.02). ERBAX was incepted earlier than FWGIX: ERBAX (14 years) vs FWGIX (8 years). 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 : 25.16 vs. ERBAX (16.15). FWGIX return over 5 years is better than : 47.14 vs. ERBAX (17.49).
| ERBAX | FWGIX | ERBAX / FWGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 8 years | - |
| Gain YTD | 15.680 | 14.462 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 722M | 128B | 1% |
| Annual Yield % from dividends | 1.02 | 1.99 | 51% |
| Returns for 1 year | 16.15 | 25.16 | 64% |
| Returns for 3 years | -5.10 | 9.83 | -52% |
| Returns for 5 years | 17.49 | 47.14 | 37% |
| Returns for 10 years | 34.87 | N/A | - |
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