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ERBCX vs FWCGX
ERBCX vs FWCGX Comparison
Open Charts ERBCX vs FWCGX
Eaton Vance Richard Bernstein Eq Strat C
Price$18.38
Change+$0.13 (+0.71%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc529F3
Price$63.64
Change+$0.33 (+0.52%)
VolumeN/A
CapitalizationN/A
ERBCX vs FWCGX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 125B vs. ERBCX (726M). 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). FWCGX annual gain was more profitable for investors over the last year : 8.94 vs. ERBCX (7.37).
| 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 | 14.589 | 7.981 | 183% |
| 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 | 1.94 | 12% |
| Returns for 1 year | 7.37 | 8.94 | 82% |
| Returns for 3 years | -0.89 | 9.40 | -9% |
| Returns for 5 years | 15.20 | N/A | - |
| Returns for 10 years | 28.28 | N/A | - |
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