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ERBCX vs RWIFX
ERBCX vs RWIFX Comparison
Open Charts ERBCX vs RWIFX
Eaton Vance Richard Bernstein Eq Strat C
Price$18.37
Change+$0.08 (+0.44%)
VolumeN/A
Net Assets688.18M
American Funds Capital World Gr&Inc R5
Price$66.54
Change+$0.47 (+0.71%)
VolumeN/A
Net Assets128.9B
ERBCX vs RWIFX Comparison Chart
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ERBCX vs. RWIFX commentary
Jan 24, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 129B vs. ERBCX (688M). 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). ERBCX annual gain was more profitable for investors over the last year : 15.03 vs. RWIFX (12.20). RWIFX return over 5 years is better than : 32.66 vs. ERBCX (11.93).
| 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 | 3.392 | 3.949 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 688M | 129B | 1% |
| Annual Yield % from dividends | 0.23 | 1.94 | 12% |
| Returns for 1 year | 15.03 | 12.20 | 123% |
| Returns for 3 years | 0.68 | 14.51 | 5% |
| Returns for 5 years | 11.93 | 32.66 | 37% |
| Returns for 10 years | 28.54 | 49.75 | 57% |