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ERBAX vs RWIBX
ERBAX vs RWIBX Comparison
Open Charts ERBAX vs RWIBX
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 R2
Price$64.07
Change+$0.11 (+0.17%)
VolumeN/A
Net Assets124.97B
ERBAX vs RWIBX Comparison Chart
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ERBAX vs. RWIBX commentary
May 11, 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 RWIBX is a Buy.
FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 125B vs. ERBAX (629M). RWIBX pays higher dividends than ERBAX: RWIBX (0.91) vs ERBAX (0.61). ERBAX was incepted earlier than RWIBX: ERBAX (15 years) vs RWIBX (23 years). RWIBX (1.51) is less costly to investors than ERBAX (1.30). ERBAX is a more actively managed with annual turnover of: 35.00 vs. RWIBX (27.00). RWIBX has a lower initial minimum investment than ERBAX: RWIBX (250) vs ERBAX (1000). ERBAX annual gain was more profitable for investors over the last year : 2.00 vs. RWIBX (1.36). RWIBX return over 5 years is better than : 47.10 vs. ERBAX (22.96).
| ERBAX | RWIBX | ERBAX / RWIBX | |
| Total Expense Ratio | 1.30 | 1.51 | 86% |
| Annual Report Gross Expense Ratio | 1.30 | 1.51 | 86% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | -0.718 | 2.552 | -28% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 629M | 125B | 1% |
| Annual Yield % from dividends | 0.61 | 0.91 | 67% |
| Returns for 1 year | 2.00 | 1.36 | 147% |
| Returns for 3 years | 9.60 | 28.12 | 34% |
| Returns for 5 years | 22.96 | 47.10 | 49% |
| Returns for 10 years | 24.98 | 37.93 | 66% |
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