Ad is loading...
ERBAX vs RWIFX
ERBAX vs RWIFX Comparison
Open Charts ERBAX vs RWIFX
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 R5
Price$65.19
Change+$0.12 (+0.18%)
VolumeN/A
Net Assets124.97B
ERBAX vs RWIFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ERBAX vs. RWIFX 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 RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 125B vs. ERBAX (629M). RWIFX pays higher dividends than ERBAX: RWIFX (1.91) vs ERBAX (0.61). ERBAX was incepted earlier than RWIFX: ERBAX (15 years) vs RWIFX (23 years). ERBAX (1.30) is less costly to investors than RWIFX (0.46). ERBAX is a more actively managed with annual turnover of: 35.00 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than ERBAX: RWIFX (250) vs ERBAX (1000). RWIFX annual gain was more profitable for investors over the last year : 2.53 vs. ERBAX (2.00). RWIFX return over 5 years is better than : 52.57 vs. ERBAX (22.96).
| ERBAX | RWIFX | ERBAX / RWIFX | |
| Total Expense Ratio | 1.30 | 0.46 | 283% |
| Annual Report Gross Expense Ratio | 1.30 | 0.46 | 283% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | -0.718 | 2.950 | -24% |
| 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 | 1.91 | 32% |
| Returns for 1 year | 2.00 | 2.53 | 79% |
| Returns for 3 years | 9.60 | 31.36 | 31% |
| Returns for 5 years | 22.96 | 52.57 | 44% |
| Returns for 10 years | 24.98 | 43.36 | 58% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers