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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$19.10
Change+$0.11 (+0.58%)
VolumeN/A
Net Assets633.99M
American Funds Capital World Gr&Inc R5
Price$70.98
Change-$0.37 (-0.52%)
VolumeN/A
Net Assets134.28B
ERBCX vs RWIFX Comparison Chart in %
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ERBCX vs. RWIFX commentary
Aug 07, 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 StrongBuy and RWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 134B 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 : 16.28 vs. ERBCX (11.57). RWIFX return over 5 years is better than : 45.83 vs. ERBCX (13.94).
| 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 | 7.349 | 12.736 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 634M | 134B | 0% |
| Annual Yield % from dividends | 0.00 | 1.72 | - |
| Returns for 1 year | 11.57 | 16.28 | 71% |
| Returns for 3 years | 14.81 | 43.15 | 34% |
| Returns for 5 years | 13.94 | 45.83 | 30% |
| Returns for 10 years | 31.18 | 60.86 | 51% |
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