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ERBCX vs FCWGX
ERBCX vs FCWGX Comparison
Open Charts ERBCX vs FCWGX
Eaton Vance RBA Equity Strategy Fd Cl C
Price$17.98
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets629.26M
American Funds Capital World Gr&Inc529F2
Price$67.10
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets128.47B
ERBCX vs FCWGX Comparison Chart
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 128B vs. ERBCX (629M). FCWGX pays higher dividends than ERBCX: FCWGX (1.86) vs ERBCX (0.00). ERBCX was incepted earlier than FCWGX: ERBCX (15 years) vs FCWGX (5 years). ERBCX (2.05) is less costly to investors than FCWGX (0.52). ERBCX is a more actively managed with annual turnover of: 35.00 vs. FCWGX (27.00). FCWGX has a lower initial minimum investment than ERBCX: FCWGX (250) vs ERBCX (1000). FCWGX annual gain was more profitable for investors over the last year : 3.72 vs. ERBCX (2.92).
| ERBCX | FCWGX | ERBCX / FCWGX | |
| Total Expense Ratio | 2.05 | 0.52 | 394% |
| Annual Report Gross Expense Ratio | 2.05 | 0.52 | 394% |
| Fund Existence | 15 years | 5 years | - |
| Gain YTD | 1.696 | 5.987 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 629M | 128B | 0% |
| Annual Yield % from dividends | 0.00 | 1.86 | - |
| Returns for 1 year | 2.92 | 3.72 | 78% |
| Returns for 3 years | 9.09 | 33.30 | 27% |
| Returns for 5 years | 22.14 | N/A | - |
| Returns for 10 years | 20.74 | N/A | - |
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