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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$18.05
Change-$0.29 (-1.58%)
VolumeN/A
Net Assets698.92M
American Funds Capital World Gr&Inc R5
Price$66.33
Change-$0.89 (-1.32%)
VolumeN/A
Net Assets128.43B
ERBCX vs RWIFX Comparison Chart
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ERBCX vs. RWIFX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 128B vs. ERBCX (699M). 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 : 8.41 vs. RWIFX (7.41). RWIFX return over 5 years is better than : 33.89 vs. ERBCX (8.95).
| 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 | 2.035 | 4.358 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 699M | 128B | 1% |
| Annual Yield % from dividends | 0.23 | 1.94 | 12% |
| Returns for 1 year | 8.41 | 7.41 | 113% |
| Returns for 3 years | 1.25 | 17.26 | 7% |
| Returns for 5 years | 8.95 | 33.89 | 26% |
| Returns for 10 years | 23.10 | 46.04 | 50% |
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