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ERBAX vs RWIHX
ERBAX vs RWIHX Comparison
Open Charts ERBAX vs RWIHX
Eaton Vance Richard Bernstein Eq Strat A
Price$18.65
Change+$0.13 (+0.70%)
VolumeN/A
Net Assets688.18M
American Funds Capital World Gr&Inc R5E
Price$66.19
Change+$0.55 (+0.84%)
VolumeN/A
Net Assets128.02B
ERBAX vs RWIHX Comparison Chart
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ERBAX vs. RWIHX commentary
Jan 31, 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 StrongBuy and RWIHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 128B vs. ERBAX (688M). RWIHX pays higher dividends than ERBAX: RWIHX (1.86) vs ERBAX (1.02). ERBAX was incepted earlier than RWIHX: ERBAX (14 years) vs RWIHX (9 years). ERBAX is a more actively managed with annual turnover of: 35.00 vs. RWIHX (27.00). RWIHX has a lower initial minimum investment than ERBAX: RWIHX (250) vs ERBAX (1000). ERBAX annual gain was more profitable for investors over the last year : 14.64 vs. RWIHX (11.78). RWIHX return over 5 years is better than : 36.82 vs. ERBAX (16.77).
| ERBAX | RWIHX | ERBAX / RWIHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | 2.320 | 4.401 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 688M | 128B | 1% |
| Annual Yield % from dividends | 1.02 | 1.86 | 55% |
| Returns for 1 year | 14.64 | 11.78 | 124% |
| Returns for 3 years | 0.43 | 13.75 | 3% |
| Returns for 5 years | 16.77 | 36.82 | 46% |
| Returns for 10 years | 34.63 | N/A | - |
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