Ad is loading...
ERBAX vs FWGIX
ERBAX vs FWGIX Comparison
Open Charts ERBAX vs FWGIX
Eaton Vance RBA Equity Strategy Fd Cl A
Price$18.19
Change+$0.26 (+1.45%)
VolumeN/A
Net Assets681.3M
American Funds Capital World Gr&Inc F3
Price$66.18
Change+$1.29 (+1.99%)
VolumeN/A
Net Assets125.54B
ERBAX vs FWGIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ERBAX vs. FWGIX commentary
Mar 06, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 126B vs. ERBAX (681M). 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 : 7.09 vs. ERBAX (6.59). FWGIX return over 5 years is better than : 47.15 vs. ERBAX (17.93).
| 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 | -0.939 | 4.204 | -22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 681M | 126B | 1% |
| Annual Yield % from dividends | 1.02 | 1.99 | 51% |
| Returns for 1 year | 6.59 | 7.09 | 93% |
| Returns for 3 years | 2.01 | 22.09 | 9% |
| Returns for 5 years | 17.93 | 47.15 | 38% |
| Returns for 10 years | 26.64 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...