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ERBAX vs RWBEX
ERBAX vs RWBEX Comparison
Open Charts ERBAX vs RWBEX
Eaton Vance Equity Strategy A
Price$19.97
Change+$0.15 (+0.76%)
VolumeN/A
Net Assets633.99M
American Funds Capital World Gr&Inc R2E
Price$72.52
Change+$0.52 (+0.72%)
VolumeN/A
Net Assets136.94B
ERBAX vs RWBEX Comparison Chart in %
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ERBAX vs. RWBEX commentary
Sep 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 RWBEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 137B vs. ERBAX (634M). RWBEX pays higher dividends than ERBAX: RWBEX (1.04) vs ERBAX (0.54). ERBAX was incepted earlier than RWBEX: ERBAX (15 years) vs RWBEX (11 years). ERBAX (1.30) is less costly to investors than RWBEX (1.21). ERBAX is a more actively managed with annual turnover of: 35.00 vs. RWBEX (27.00). RWBEX has a lower initial minimum investment than ERBAX: RWBEX (250) vs ERBAX (1000). RWBEX annual gain was more profitable for investors over the last year : 12.12 vs. ERBAX (9.88). RWBEX return over 5 years is better than : 44.12 vs. ERBAX (18.20).
| ERBAX | RWBEX | ERBAX / RWBEX | |
| Total Expense Ratio | 1.30 | 1.21 | 107% |
| Annual Report Gross Expense Ratio | 1.30 | 1.21 | 107% |
| Fund Existence | 15 years | 11 years | - |
| Gain YTD | 10.331 | 15.294 | 68% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 634M | 137B | 0% |
| Annual Yield % from dividends | 0.54 | 1.04 | 52% |
| Returns for 1 year | 9.88 | 12.12 | 82% |
| Returns for 3 years | 26.11 | 51.61 | 51% |
| Returns for 5 years | 18.20 | 44.12 | 41% |
| Returns for 10 years | 50.08 | 71.71 | 70% |
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