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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$19.33
Change-$0.11 (-0.57%)
VolumeN/A
Net Assets672.74M
American Funds Capital World Gr&Inc F3
Price$71.15
Change-$0.35 (-0.49%)
VolumeN/A
Net Assets135.04B
ERBAX vs FWGIX Comparison Chart in %
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ERBAX vs. FWGIX commentary
Jul 17, 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: 135B vs. ERBAX (673M). FWGIX pays higher dividends than ERBAX: FWGIX (1.77) vs ERBAX (0.56). 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 : 7.24 vs. ERBAX (4.51). FWGIX return over 5 years is better than : 50.65 vs. ERBAX (20.80).
| 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 | 7.403 | 13.123 | 56% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 673M | 135B | 0% |
| Annual Yield % from dividends | 0.56 | 1.77 | 31% |
| Returns for 1 year | 4.51 | 7.24 | 62% |
| Returns for 3 years | 22.77 | 52.82 | 43% |
| Returns for 5 years | 20.80 | 50.65 | 41% |
| Returns for 10 years | 34.31 | N/A | - |
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