ERBCX
Price
$17.14
Change
+$0.05 (+0.29%)
Updated
Apr 28 closing price
Net Assets
650.12M
RWIFX
Price
$63.65
Change
+$0.18 (+0.28%)
Updated
Apr 28 closing price
Net Assets
121.98B
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ERBCX vs RWIFX

Header iconERBCX vs RWIFX Comparison
Open Charts ERBCX vs RWIFXBanner 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 R5
Price$63.65
Change+$0.18 (+0.28%)
VolumeN/A
Net Assets121.98B
ERBCX vs RWIFX Comparison Chart
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ERBCX vs. RWIFX 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 RWIFX is a Buy.

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FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 122B vs. ERBCX (650M). RWIFX pays higher dividends than ERBCX: RWIFX (1.93) 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 : 1.95 vs. ERBCX (1.61). RWIFX return over 5 years is better than : 48.42 vs. ERBCX (15.72).
ERBCXRWIFXERBCX / RWIFX
Total Expense Ratio2.050.46446%
Annual Report Gross Expense Ratio2.050.46446%
Fund Existence15 years23 years-
Gain YTD-3.3920.518-654%
Front LoadN/AN/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets650M122B1%
Annual Yield % from dividends0.001.93-
Returns for 1 year1.611.9582%
Returns for 3 years1.4323.526%
Returns for 5 years15.7248.4232%
Returns for 10 years15.9239.8040%
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