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ERBAX vs RWBEX
ERBAX vs RWBEX Comparison
Open Charts ERBAX vs RWBEX
Eaton Vance Richard Bernstein Eq Strat A
Price$19.33
Change-$0.12 (-0.62%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R2E
Price$65.17
Change-$4.61 (-6.61%)
VolumeN/A
CapitalizationN/A
ERBAX vs RWBEX Comparison Chart
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ERBAX vs. RWBEX commentary
Dec 18, 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 StrongBuy and RWBEX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 130B vs. ERBAX (726M). RWBEX pays higher dividends than ERBAX: RWBEX (1.28) vs ERBAX (1.02). ERBAX was incepted earlier than RWBEX: ERBAX (14 years) vs RWBEX (10 years). 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). ERBAX (12.22) and RWBEX (11.66) have marching annual gain over last year. RWBEX return over 5 years is better than : 30.86 vs. ERBAX (22.89).
| ERBAX | RWBEX | ERBAX / RWBEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | 18.670 | 10.091 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 726M | 130B | 1% |
| Annual Yield % from dividends | 1.02 | 1.28 | 79% |
| Returns for 1 year | 12.22 | 11.66 | 105% |
| Returns for 3 years | 4.46 | 9.08 | 49% |
| Returns for 5 years | 22.89 | 30.86 | 74% |
| Returns for 10 years | 37.69 | 45.55 | 83% |
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