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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$17.97
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets629.26M
American Funds Capital World Gr&Inc F3
Price$65.14
Change+$0.12 (+0.18%)
VolumeN/A
Net Assets124.97B
ERBAX vs FWGIX Comparison Chart
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ERBAX vs. FWGIX commentary
May 12, 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: 125B vs. ERBAX (629M). FWGIX pays higher dividends than ERBAX: FWGIX (1.96) vs ERBAX (0.61). 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 : 2.58 vs. ERBAX (2.00). FWGIX return over 5 years is better than : 52.78 vs. ERBAX (22.96).
| 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 | -0.718 | 2.965 | -24% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 629M | 125B | 1% |
| Annual Yield % from dividends | 0.61 | 1.96 | 31% |
| Returns for 1 year | 2.00 | 2.58 | 78% |
| Returns for 3 years | 9.60 | 31.49 | 30% |
| Returns for 5 years | 22.96 | 52.78 | 44% |
| Returns for 10 years | 24.98 | N/A | - |
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