Interact to see
Advertisement
Advertisement
ERBCX vs RWIFX
ERBCX vs RWIFX Comparison
Open Charts ERBCX vs RWIFX
Eaton Vance Equity Strategy C
Price$20.11
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets460.16M
American Funds Capital World Gr&Inc R5
Price$76.14
Change+$0.35 (+0.46%)
VolumeN/A
Net Assets142.48B
ERBCX vs RWIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ERBCX vs. RWIFX commentary
Oct 06, 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.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 142B vs. ERBCX (460M). RWIFX pays higher dividends than ERBCX: RWIFX (1.64) 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 : 13.43 vs. ERBCX (9.47). RWIFX return over 5 years is better than : 57.98 vs. ERBCX (20.88).
| 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 | 13.680 | 21.334 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 460M | 142B | 0% |
| Annual Yield % from dividends | 0.00 | 1.64 | - |
| Returns for 1 year | 9.47 | 13.43 | 71% |
| Returns for 3 years | 32.36 | 65.42 | 49% |
| Returns for 5 years | 20.88 | 57.98 | 36% |
| Returns for 10 years | 47.58 | 85.26 | 56% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers