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ERBAX vs RWICX
ERBAX vs RWICX Comparison
Open Charts ERBAX vs RWICX
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 R3
Price$64.58
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets124.97B
ERBAX vs RWICX Comparison Chart
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ERBAX vs. RWICX 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 RWICX is a Buy.
FUNDAMENTALS
Fundamentals
RWICX has more cash in the bank: 125B vs. ERBAX (629M). RWICX pays higher dividends than ERBAX: RWICX (1.34) vs ERBAX (0.61). ERBAX was incepted earlier than RWICX: ERBAX (15 years) vs RWICX (23 years). ERBAX (1.30) is less costly to investors than RWICX (1.06). ERBAX is a more actively managed with annual turnover of: 35.00 vs. RWICX (27.00). RWICX has a lower initial minimum investment than ERBAX: RWICX (250) vs ERBAX (1000). ERBAX annual gain was more profitable for investors over the last year : 2.00 vs. RWICX (1.86). RWICX return over 5 years is better than : 49.43 vs. ERBAX (22.96).
| ERBAX | RWICX | ERBAX / RWICX | |
| Total Expense Ratio | 1.30 | 1.06 | 123% |
| Annual Report Gross Expense Ratio | 1.30 | 1.06 | 123% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | -0.718 | 2.727 | -26% |
| 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 | 1.34 | 45% |
| Returns for 1 year | 2.00 | 1.86 | 108% |
| Returns for 3 years | 9.60 | 29.49 | 33% |
| Returns for 5 years | 22.96 | 49.43 | 46% |
| Returns for 10 years | 24.98 | 40.26 | 62% |
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