Ad is loading...
ERBCX vs FWCGX
ERBCX vs FWCGX Comparison
Open Charts ERBCX vs FWCGX
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&Inc529F3
Price$66.49
Change+$0.46 (+0.70%)
VolumeN/A
Net Assets128.9B
ERBCX vs FWCGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 129B vs. ERBCX (688M). FWCGX pays higher dividends than ERBCX: FWCGX (1.94) vs ERBCX (0.23). ERBCX was incepted earlier than FWCGX: ERBCX (14 years) vs FWCGX (4 years). ERBCX is a more actively managed with annual turnover of: 35.00 vs. FWCGX (27.00). FWCGX has a lower initial minimum investment than ERBCX: FWCGX (250) vs ERBCX (1000). ERBCX annual gain was more profitable for investors over the last year : 15.03 vs. FWCGX (12.26).
| ERBCX | FWCGX | ERBCX / FWCGX | |
| 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 | 4.676 | 73% |
| 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 | 1.94 | 12% |
| Returns for 1 year | 15.03 | 12.26 | 123% |
| Returns for 3 years | 0.68 | 18.77 | 4% |
| Returns for 5 years | 11.93 | N/A | - |
| Returns for 10 years | 28.54 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...