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ERBIX vs FCWGX
ERBIX vs FCWGX Comparison
Open Charts ERBIX vs FCWGX
Eaton Vance RBA Equity Strategy Fd Cl I
Price$19.86
Change+$0.05 (+0.25%)
VolumeN/A
Net Assets672.74M
American Funds Capital World Gr&Inc529F2
Price$72.50
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.3B
ERBIX vs FCWGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 137B vs. ERBIX (673M). FCWGX pays higher dividends than ERBIX: FCWGX (1.68) vs ERBIX (0.80). ERBIX was incepted earlier than FCWGX: ERBIX (15 years) vs FCWGX (5 years). ERBIX (1.05) is less costly to investors than FCWGX (0.52). ERBIX is a more actively managed with annual turnover of: 35.00 vs. FCWGX (27.00). FCWGX has a lower initial minimum investment than ERBIX: FCWGX (250) vs ERBIX (1000000). FCWGX annual gain was more profitable for investors over the last year : 14.07 vs. ERBIX (10.06).
| ERBIX | FCWGX | ERBIX / FCWGX | |
| Total Expense Ratio | 1.05 | 0.52 | 202% |
| Annual Report Gross Expense Ratio | 1.05 | 0.52 | 202% |
| Fund Existence | 15 years | 5 years | - |
| Gain YTD | 9.387 | 15.158 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 673M | 137B | 0% |
| Annual Yield % from dividends | 0.80 | 1.68 | 47% |
| Returns for 1 year | 10.06 | 14.07 | 72% |
| Returns for 3 years | 23.04 | 53.70 | 43% |
| Returns for 5 years | 23.26 | N/A | - |
| Returns for 10 years | 40.80 | N/A | - |
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