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ERBCX vs FCWGX
ERBCX vs FCWGX Comparison
Open Charts ERBCX vs FCWGX
Eaton Vance Richard Bernstein Eq Strat C
Price$18.38
Change+$0.13 (+0.71%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc529F2
Price$63.66
Change+$0.33 (+0.52%)
VolumeN/A
CapitalizationN/A
ERBCX vs FCWGX Comparison Chart
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 125B vs. ERBCX (726M). 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). FCWGX annual gain was more profitable for investors over the last year : 8.89 vs. ERBCX (7.37).
| 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 | 14.589 | 7.935 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 726M | 125B | 1% |
| Annual Yield % from dividends | 0.23 | 1.91 | 12% |
| Returns for 1 year | 7.37 | 8.89 | 83% |
| Returns for 3 years | -0.89 | 9.30 | -10% |
| Returns for 5 years | 15.20 | N/A | - |
| Returns for 10 years | 28.28 | N/A | - |
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