ERBCX
Price
$17.14
Change
+$0.05 (+0.29%)
Updated
Apr 28 closing price
Net Assets
650.12M
FWGIX
Price
$63.60
Change
+$0.18 (+0.28%)
Updated
Apr 28 closing price
Net Assets
121.98B
Ad is loading...

ERBCX vs FWGIX

Header iconERBCX vs FWGIX Comparison
Open Charts ERBCX vs FWGIXBanner chart's image
Eaton Vance RBA Equity Strategy Fd Cl C
Price$17.14
Change+$0.05 (+0.29%)
VolumeN/A
Net Assets650.12M
American Funds Capital World Gr&Inc F3
Price$63.60
Change+$0.18 (+0.28%)
VolumeN/A
Net Assets121.98B
ERBCX vs FWGIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
ERBCX vs. FWGIX commentary
Apr 29, 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.

Ad is loading...
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 122B vs. ERBCX (650M). FWGIX pays higher dividends than ERBCX: FWGIX (1.98) 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 : 2.00 vs. ERBCX (1.61). FWGIX return over 5 years is better than : 48.61 vs. ERBCX (15.72).
ERBCXFWGIXERBCX / FWGIX
Total Expense Ratio2.050.41500%
Annual Report Gross Expense Ratio2.050.41500%
Fund Existence15 years8 years-
Gain YTD-3.3920.531-639%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets650M122B1%
Annual Yield % from dividends0.001.98-
Returns for 1 year1.612.0080%
Returns for 3 years1.4323.646%
Returns for 5 years15.7248.6132%
Returns for 10 years15.92N/A-
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
OTPSX31.47N/A
N/A
ProFunds NASDAQ-100 Svc
SMERX11.60N/A
N/A
Invesco Small Cap Equity R
QUASX54.38N/A
N/A
AB Small Cap Growth A
WCMSX21.54N/A
N/A
WCM International Small Cap Growth Instl
PMAQX43.72N/A
N/A
Principal MidCap R6