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ERBCX vs RWIFX
ERBCX vs RWIFX Comparison
Open Charts ERBCX vs RWIFX
Eaton Vance Equity Strategy C
Price$19.40
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets633.99M
American Funds Capital World Gr&Inc R5
Price$72.90
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets136.73B
ERBCX vs RWIFX Comparison Chart in %
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ERBCX vs. RWIFX commentary
Aug 28, 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 RWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 137B vs. ERBCX (634M). RWIFX pays higher dividends than ERBCX: RWIFX (1.72) vs ERBCX (0.00). ERBCX was incepted earlier than RWIFX: ERBCX (15 years) vs RWIFX (23 years). ERBCX (2.05) is less costly to investors than RWIFX (0.46). 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 : 9.92 vs. ERBCX (6.07). RWIFX return over 5 years is better than : 45.13 vs. ERBCX (11.77).
| ERBCX | RWIFX | ERBCX / RWIFX | |
| Total Expense Ratio | 2.05 | 0.46 | 446% |
| Annual Report Gross Expense Ratio | 2.05 | 0.46 | 446% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 9.610 | 15.786 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 634M | 137B | 0% |
| Annual Yield % from dividends | 0.00 | 1.72 | - |
| Returns for 1 year | 6.07 | 9.92 | 61% |
| Returns for 3 years | 19.17 | 49.20 | 39% |
| Returns for 5 years | 11.77 | 45.13 | 26% |
| Returns for 10 years | 41.58 | 74.47 | 56% |
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