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ERBCX vs RWIFX
ERBCX vs RWIFX Comparison
Open Charts ERBCX vs RWIFX
Eaton Vance RBA Equity Strategy Fd Cl C
Price$16.65
Change-$0.73 (-4.20%)
VolumeN/A
Net Assets650.12M
American Funds Capital World Gr&Inc R5
Price$61.69
Change-$2.23 (-3.49%)
VolumeN/A
Net Assets123.19B
ERBCX vs RWIFX Comparison Chart
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ERBCX vs. RWIFX commentary
Apr 04, 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 Hold and RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 123B vs. ERBCX (650M). RWIFX pays higher dividends than ERBCX: RWIFX (1.93) vs ERBCX (0.00). ERBCX was incepted earlier than RWIFX: ERBCX (14 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). ERBCX annual gain was more profitable for investors over the last year : 2.06 vs. RWIFX (0.55). RWIFX return over 5 years is better than : 70.05 vs. ERBCX (32.79).
| ERBCX | RWIFX | ERBCX / RWIFX | |
| Total Expense Ratio | 2.05 | 0.46 | 446% |
| Annual Report Gross Expense Ratio | 2.05 | 0.46 | 446% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | -1.752 | 0.945 | -185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 650M | 123B | 1% |
| Annual Yield % from dividends | 0.00 | 1.93 | - |
| Returns for 1 year | 2.06 | 0.55 | 375% |
| Returns for 3 years | -5.16 | 12.30 | -42% |
| Returns for 5 years | 32.79 | 70.05 | 47% |
| Returns for 10 years | 18.53 | 42.59 | 43% |
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