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ERBCX vs FWGIX
ERBCX vs FWGIX Comparison
Open Charts ERBCX vs FWGIX
Eaton Vance RBA Equity Strategy Fd Cl C
Price$16.65
Change-$0.73 (-4.20%)
VolumeN/A
Net Assets650.12M
American Funds Capital World Gr&Inc F3
Price$61.64
Change-$2.23 (-3.49%)
VolumeN/A
Net Assets123.19B
ERBCX vs FWGIX Comparison Chart
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ERBCX vs. FWGIX commentary
Apr 04, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ERBCX is a Hold and FWGIX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 123B vs. ERBCX (650M). FWGIX pays higher dividends than ERBCX: FWGIX (1.98) vs ERBCX (0.00). ERBCX was incepted earlier than FWGIX: ERBCX (14 years) vs FWGIX (8 years). ERBCX (2.05) is less costly to investors than FWGIX (0.41). ERBCX is a more actively managed with annual turnover of: 35.00 vs. FWGIX (27.00). ERBCX has a lower initial minimum investment than FWGIX: ERBCX (1000) vs FWGIX (1000000). ERBCX annual gain was more profitable for investors over the last year : 2.06 vs. FWGIX (0.60). FWGIX return over 5 years is better than : 70.29 vs. ERBCX (32.79).
| ERBCX | FWGIX | ERBCX / FWGIX | |
| Total Expense Ratio | 2.05 | 0.41 | 500% |
| Annual Report Gross Expense Ratio | 2.05 | 0.41 | 500% |
| Fund Existence | 14 years | 8 years | - |
| Gain YTD | -1.752 | 0.958 | -183% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 650M | 123B | 1% |
| Annual Yield % from dividends | 0.00 | 1.98 | - |
| Returns for 1 year | 2.06 | 0.60 | 344% |
| Returns for 3 years | -5.16 | 12.42 | -42% |
| Returns for 5 years | 32.79 | 70.29 | 47% |
| Returns for 10 years | 18.53 | N/A | - |
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