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ERBCX vs RWIFX
ERBCX vs RWIFX Comparison
Open Charts ERBCX vs RWIFX
Eaton Vance Richard Bernstein Eq Strat C
Price$18.80
Change+$0.11 (+0.59%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R5
Price$68.22
Change+$0.23 (+0.34%)
VolumeN/A
CapitalizationN/A
ERBCX vs RWIFX Comparison Chart
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ERBCX vs. RWIFX commentary
Nov 23, 2024
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 StrongSell and RWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 126B vs. ERBCX (704M). RWIFX pays higher dividends than ERBCX: RWIFX (1.94) vs ERBCX (0.23). ERBCX was incepted earlier than RWIFX: ERBCX (14 years) vs RWIFX (23 years). ERBCX is a more actively managed with annual turnover of: 35.00 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than ERBCX: RWIFX (250) vs ERBCX (1000). RWIFX annual gain was more profitable for investors over the last year : 19.18 vs. ERBCX (13.06). RWIFX return over 5 years is better than : 41.97 vs. ERBCX (12.20).
| ERBCX | RWIFX | ERBCX / RWIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 16.521 | 14.630 | 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 | 19.18 | 68% |
| Returns for 3 years | -10.31 | 6.79 | -152% |
| Returns for 5 years | 12.20 | 41.97 | 29% |
| Returns for 10 years | 28.41 | 51.27 | 55% |