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ERBCX vs FCWGX
ERBCX vs FCWGX Comparison
Open Charts ERBCX vs FCWGX
Eaton Vance Richard Bernstein Eq Strat C
Price$18.37
Change+$0.08 (+0.44%)
VolumeN/A
Net Assets688.18M
American Funds Capital World Gr&Inc529F2
Price$66.51
Change+$0.46 (+0.70%)
VolumeN/A
Net Assets128.9B
ERBCX vs FCWGX Comparison Chart
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 129B vs. ERBCX (688M). FCWGX pays higher dividends than ERBCX: FCWGX (1.91) vs ERBCX (0.23). ERBCX was incepted earlier than FCWGX: ERBCX (14 years) vs FCWGX (4 years). 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 : 15.03 vs. FCWGX (12.14).
| ERBCX | FCWGX | ERBCX / FCWGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 4 years | - |
| Gain YTD | 3.392 | 3.950 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 688M | 129B | 1% |
| Annual Yield % from dividends | 0.23 | 1.91 | 12% |
| Returns for 1 year | 15.03 | 12.14 | 124% |
| Returns for 3 years | 0.68 | 17.06 | 4% |
| Returns for 5 years | 11.93 | N/A | - |
| Returns for 10 years | 28.54 | N/A | - |
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