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ERBAX vs RWIHX
ERBAX vs RWIHX Comparison
Open Charts ERBAX vs RWIHX
Eaton Vance Richard Bernstein Eq Strat A
Price$19.33
Change-$0.12 (-0.62%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R5E
Price$65.29
Change-$4.72 (-6.74%)
VolumeN/A
CapitalizationN/A
ERBAX vs RWIHX Comparison Chart
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ERBAX vs. RWIHX commentary
Dec 18, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 130B vs. ERBAX (726M). 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). RWIHX (12.23) and ERBAX (12.22) have marching annual gain over last year. RWIHX return over 5 years is better than : 33.22 vs. ERBAX (22.89).
| 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 | 18.670 | 10.623 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 726M | 130B | 1% |
| Annual Yield % from dividends | 1.02 | 1.86 | 55% |
| Returns for 1 year | 12.22 | 12.23 | 100% |
| Returns for 3 years | 4.46 | 10.32 | 43% |
| Returns for 5 years | 22.89 | 33.22 | 69% |
| Returns for 10 years | 37.69 | N/A | - |
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