ERBCX
Price
$18.27
Change
-$0.24 (-1.30%)
Updated
Jun 13 closing price
Net Assets
657.91M
RWIFX
Price
$68.73
Change
-$0.74 (-1.07%)
Updated
Jun 13 closing price
Net Assets
131.04B
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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$18.27
Change-$0.24 (-1.30%)
VolumeN/A
Net Assets657.91M
American Funds Capital World Gr&Inc R5
Price$68.73
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
ERBCX vs RWIFX Comparison Chart
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ERBCX vs. RWIFX commentary
Jun 15, 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: 131B vs. ERBCX (658M). RWIFX pays higher dividends than ERBCX: RWIFX (1.80) 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 : 6.65 vs. ERBCX (3.63). RWIFX return over 5 years is better than : 53.30 vs. ERBCX (20.33).
ERBCXRWIFXERBCX / RWIFX
Total Expense Ratio2.050.46446%
Annual Report Gross Expense Ratio2.050.46446%
Fund Existence15 years23 years-
Gain YTD3.2799.16336%
Front LoadN/AN/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets658M131B1%
Annual Yield % from dividends0.001.80-
Returns for 1 year3.636.6555%
Returns for 3 years17.5545.1239%
Returns for 5 years20.3353.3038%
Returns for 10 years26.0453.5949%
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