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ERBCX vs RWIHX
ERBCX vs RWIHX Comparison
Open Charts ERBCX vs RWIHX
Eaton Vance Richard Bernstein Eq Strat C
Price$18.80
Change+$0.11 (+0.59%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R5E
Price$68.05
Change+$0.23 (+0.34%)
VolumeN/A
CapitalizationN/A
ERBCX vs RWIHX Comparison Chart
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ERBCX vs. RWIHX commentary
Nov 23, 2024
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 StrongSell and RWIHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 126B vs. ERBCX (704M). RWIHX pays higher dividends than ERBCX: RWIHX (1.86) vs ERBCX (0.23). ERBCX was incepted earlier than RWIHX: ERBCX (14 years) vs RWIHX (9 years). ERBCX is a more actively managed with annual turnover of: 35.00 vs. RWIHX (27.00). RWIHX has a lower initial minimum investment than ERBCX: RWIHX (250) vs ERBCX (1000). RWIHX annual gain was more profitable for investors over the last year : 19.06 vs. ERBCX (13.06). RWIHX return over 5 years is better than : 41.56 vs. ERBCX (12.20).
| ERBCX | RWIHX | ERBCX / RWIHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | 16.521 | 14.532 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 704M | 126B | 1% |
| Annual Yield % from dividends | 0.23 | 1.86 | 12% |
| Returns for 1 year | 13.06 | 19.06 | 69% |
| Returns for 3 years | -10.31 | 6.56 | -157% |
| Returns for 5 years | 12.20 | 41.56 | 29% |
| Returns for 10 years | 28.41 | N/A | - |
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