ERBAX
Price
$20.31
Change
-$0.12 (-0.59%)
Updated
Sep 25 closing price
Net Assets
471.57M
RWBEX
Price
$74.08
Change
-$0.51 (-0.68%)
Updated
Sep 25 closing price
Net Assets
140.58B
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ERBAX vs RWBEX

Header iconERBAX vs RWBEX Comparison
Open Charts ERBAX vs RWBEXBanner chart's image
Eaton Vance Equity Strategy A
Price$20.31
Change-$0.12 (-0.59%)
VolumeN/A
Net Assets471.57M
American Funds Capital World Gr&Inc R2E
Price$74.08
Change-$0.51 (-0.68%)
VolumeN/A
Net Assets140.58B
ERBAX vs RWBEX Comparison Chart in %
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ERBAX vs. RWBEX commentary
Sep 27, 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 Hold and RWBEX is a Hold.

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FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 141B vs. ERBAX (472M). 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 : 9.85 vs. ERBAX (8.33). RWBEX return over 5 years is better than : 51.86 vs. ERBAX (24.85).
ERBAXRWBEXERBAX / RWBEX
Total Expense Ratio1.301.21107%
Annual Report Gross Expense Ratio1.301.21107%
Fund Existence15 years11 years-
Gain YTD12.87317.95172%
Front Load5%N/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets472M141B0%
Annual Yield % from dividends0.541.0452%
Returns for 1 year8.339.8585%
Returns for 3 years38.2066.6757%
Returns for 5 years24.8551.8648%
Returns for 10 years58.9185.8569%
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