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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$17.98
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets629.26M
American Funds Capital World Gr&Inc R5
Price$67.14
Change-$0.03 (-0.04%)
VolumeN/A
Net Assets128.47B
ERBCX vs RWIFX Comparison Chart
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ERBCX vs. RWIFX commentary
May 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 Buy and RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 128B vs. ERBCX (629M). RWIFX pays higher dividends than ERBCX: RWIFX (1.91) 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 : 3.79 vs. ERBCX (2.92). RWIFX return over 5 years is better than : 56.08 vs. ERBCX (22.14).
| 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 | 1.696 | 6.030 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 629M | 128B | 0% |
| Annual Yield % from dividends | 0.00 | 1.91 | - |
| Returns for 1 year | 2.92 | 3.79 | 77% |
| Returns for 3 years | 9.09 | 31.00 | 29% |
| Returns for 5 years | 22.14 | 56.08 | 39% |
| Returns for 10 years | 20.74 | 45.78 | 45% |