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ERBCX vs FWCGX
ERBCX vs FWCGX Comparison
Open Charts ERBCX vs FWCGX
Eaton Vance Richard Bernstein Eq Strat C
Price$18.80
Change+$0.11 (+0.59%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc529F3
Price$68.18
Change+$0.23 (+0.34%)
VolumeN/A
CapitalizationN/A
ERBCX vs FWCGX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 126B vs. ERBCX (704M). 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 : 19.17 vs. ERBCX (13.06).
| 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 | 16.521 | 14.620 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 704M | 126B | 1% |
| Annual Yield % from dividends | 0.23 | 1.94 | 12% |
| Returns for 1 year | 13.06 | 19.17 | 68% |
| Returns for 3 years | -10.31 | 9.26 | -111% |
| Returns for 5 years | 12.20 | N/A | - |
| Returns for 10 years | 28.41 | N/A | - |
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