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ERBAX vs RWIEX
ERBAX vs RWIEX Comparison
Open Charts ERBAX vs RWIEX
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 R4
Price$64.95
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets124.97B
ERBAX vs RWIEX Comparison Chart
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ERBAX vs. RWIEX 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 RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 125B vs. ERBAX (629M). RWIEX pays higher dividends than ERBAX: RWIEX (1.61) vs ERBAX (0.61). ERBAX was incepted earlier than RWIEX: ERBAX (15 years) vs RWIEX (23 years). ERBAX (1.30) is less costly to investors than RWIEX (0.76). ERBAX is a more actively managed with annual turnover of: 35.00 vs. RWIEX (27.00). RWIEX has a lower initial minimum investment than ERBAX: RWIEX (250) vs ERBAX (1000). RWIEX annual gain was more profitable for investors over the last year : 2.20 vs. ERBAX (2.00). RWIEX return over 5 years is better than : 50.99 vs. ERBAX (22.96).
| ERBAX | RWIEX | ERBAX / RWIEX | |
| Total Expense Ratio | 1.30 | 0.76 | 171% |
| Annual Report Gross Expense Ratio | 1.30 | 0.76 | 171% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | -0.718 | 2.832 | -25% |
| 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 | 1.61 | 37% |
| Returns for 1 year | 2.00 | 2.20 | 91% |
| Returns for 3 years | 9.60 | 30.44 | 32% |
| Returns for 5 years | 22.96 | 50.99 | 45% |
| Returns for 10 years | 24.98 | 41.81 | 60% |
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