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ERBAX vs RWIHX
ERBAX vs RWIHX Comparison
Open Charts ERBAX vs RWIHX
Eaton Vance Richard Bernstein Eq Strat A
Price$18.88
Change-$0.08 (-0.42%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R5E
Price$67.71
Change-$0.15 (-0.22%)
VolumeN/A
CapitalizationN/A
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ERBAX vs RWIHX Comparison Chart
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ERBAX vs. RWIHX commentary
Sep 21, 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 Buy and RWIHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 128B vs. ERBAX (722M). 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 annual gain was more profitable for investors over the last year : 24.96 vs. ERBAX (16.15). RWIHX return over 5 years is better than : 46.52 vs. ERBAX (17.49).
| 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 | 15.680 | 14.346 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 722M | 128B | 1% |
| Annual Yield % from dividends | 1.02 | 1.86 | 55% |
| Returns for 1 year | 16.15 | 24.96 | 65% |
| Returns for 3 years | -5.10 | 9.49 | -54% |
| Returns for 5 years | 17.49 | 46.52 | 38% |
| Returns for 10 years | 34.87 | N/A | - |
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