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ERBAX vs RWBEX
ERBAX vs RWBEX Comparison
Open Charts ERBAX vs RWBEX
Eaton Vance Equity Strategy A
Price$20.44
Change-$0.18 (-0.87%)
VolumeN/A
Net Assets459.69M
American Funds Capital World Gr&Inc R2E
Price$74.35
Change-$0.67 (-0.89%)
VolumeN/A
Net Assets139.93B
ERBAX vs RWBEX Comparison Chart in %
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ERBAX vs. RWBEX commentary
Nov 19, 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.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 140B vs. ERBAX (460M). RWBEX pays higher dividends than ERBAX: RWBEX (0.98) vs ERBAX (0.51). ERBAX was incepted earlier than RWBEX: ERBAX (15 years) vs RWBEX (11 years). RWBEX (1.21) is less costly to investors than ERBAX (1.13). 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 : 11.64 vs. ERBAX (8.88). RWBEX return over 5 years is better than : 39.12 vs. ERBAX (16.39).
| ERBAX | RWBEX | ERBAX / RWBEX | |
| Total Expense Ratio | 1.12 | 1.21 | 93% |
| Annual Report Gross Expense Ratio | 1.13 | 1.21 | 93% |
| Fund Existence | 15 years | 11 years | - |
| Gain YTD | 13.923 | 18.381 | 76% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 460M | 140B | 0% |
| Annual Yield % from dividends | 0.51 | 0.98 | 52% |
| Returns for 1 year | 8.88 | 11.64 | 76% |
| Returns for 3 years | 27.06 | 48.75 | 56% |
| Returns for 5 years | 16.39 | 39.12 | 42% |
| Returns for 10 years | 46.93 | 70.66 | 66% |
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