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ERBAX vs RWIHX
ERBAX vs RWIHX Comparison
Open Charts ERBAX vs RWIHX
Eaton Vance RBA Equity Strategy Fd Cl A
Price$16.87
Change+$0.07 (+0.42%)
VolumeN/A
Net Assets650.12M
American Funds Capital World Gr&Inc R5E
Price$60.86
Change+$0.11 (+0.18%)
VolumeN/A
Net Assets117.37B
ERBAX vs RWIHX Comparison Chart
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ERBAX vs. RWIHX commentary
Apr 19, 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 Hold and RWIHX is a Buy.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 117B vs. ERBAX (650M). RWIHX pays higher dividends than ERBAX: RWIHX (1.84) vs ERBAX (0.61). ERBAX was incepted earlier than RWIHX: ERBAX (15 years) vs RWIHX (9 years). ERBAX (1.30) is less costly to investors than RWIHX (0.56). 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 : 0.65 vs. RWIHX (-0.72). RWIHX return over 5 years is better than : 44.58 vs. ERBAX (16.34).
| ERBAX | RWIHX | ERBAX / RWIHX | |
| Total Expense Ratio | 1.30 | 0.56 | 232% |
| Annual Report Gross Expense Ratio | 1.30 | 0.56 | 232% |
| Fund Existence | 15 years | 9 years | - |
| Gain YTD | -7.182 | -3.669 | 196% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 650M | 117B | 1% |
| Annual Yield % from dividends | 0.61 | 1.84 | 33% |
| Returns for 1 year | 0.65 | -0.72 | -89% |
| Returns for 3 years | -5.47 | 11.46 | -48% |
| Returns for 5 years | 16.34 | 44.58 | 37% |
| Returns for 10 years | 15.84 | N/A | - |