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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$17.98
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets629.26M
American Funds Capital World Gr&Inc F3
Price$67.09
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets128.47B
ERBCX vs FWGIX Comparison Chart
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ERBCX vs. FWGIX commentary
May 24, 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 Buy and FWGIX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 128B vs. ERBCX (629M). FWGIX pays higher dividends than ERBCX: FWGIX (1.96) vs ERBCX (0.00). ERBCX was incepted earlier than FWGIX: ERBCX (15 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). FWGIX annual gain was more profitable for investors over the last year : 3.84 vs. ERBCX (2.92). FWGIX return over 5 years is better than : 56.29 vs. ERBCX (22.14).
| ERBCX | FWGIX | ERBCX / FWGIX | |
| Total Expense Ratio | 2.05 | 0.41 | 500% |
| Annual Report Gross Expense Ratio | 2.05 | 0.41 | 500% |
| Fund Existence | 15 years | 8 years | - |
| Gain YTD | 1.696 | 6.047 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 629M | 128B | 0% |
| Annual Yield % from dividends | 0.00 | 1.96 | - |
| Returns for 1 year | 2.92 | 3.84 | 76% |
| Returns for 3 years | 9.09 | 31.15 | 29% |
| Returns for 5 years | 22.14 | 56.29 | 39% |
| Returns for 10 years | 20.74 | N/A | - |
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