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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$15.57
Change-$0.16 (-1.02%)
VolumeN/A
Net Assets650.12M
American Funds Capital World Gr&Inc529F2
Price$57.25
Change-$0.70 (-1.21%)
VolumeN/A
Net Assets111.7B
ERBCX vs FCWGX Comparison Chart
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 112B vs. ERBCX (650M). FCWGX pays higher dividends than ERBCX: FCWGX (1.87) vs ERBCX (0.00). ERBCX was incepted earlier than FCWGX: ERBCX (15 years) vs FCWGX (4 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). ERBCX annual gain was more profitable for investors over the last year : -8.41 vs. FCWGX (-9.71).
| 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 | 4 years | - |
| Gain YTD | -11.984 | -9.572 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 650M | 112B | 1% |
| Annual Yield % from dividends | 0.00 | 1.87 | - |
| Returns for 1 year | -8.41 | -9.71 | 87% |
| Returns for 3 years | -13.44 | 4.73 | -284% |
| Returns for 5 years | 11.16 | N/A | - |
| Returns for 10 years | 4.91 | N/A | - |
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