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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$17.83
Change+$0.13 (+0.73%)
VolumeN/A
Net Assets681.3M
American Funds Capital World Gr&Inc529F2
Price$63.89
Change+$0.23 (+0.36%)
VolumeN/A
Net Assets122.78B
ERBIX vs FCWGX Comparison Chart
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 123B vs. ERBIX (681M). FCWGX pays higher dividends than ERBIX: FCWGX (1.87) vs ERBIX (0.87). ERBIX was incepted earlier than FCWGX: ERBIX (14 years) vs FCWGX (4 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). ERBIX annual gain was more profitable for investors over the last year : 1.71 vs. FCWGX (0.27).
| ERBIX | FCWGX | ERBIX / FCWGX | |
| Total Expense Ratio | 1.05 | 0.52 | 202% |
| Annual Report Gross Expense Ratio | 1.05 | 0.52 | 202% |
| Fund Existence | 14 years | 4 years | - |
| Gain YTD | -2.706 | 0.553 | -489% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 681M | 123B | 1% |
| Annual Yield % from dividends | 0.87 | 1.87 | 47% |
| Returns for 1 year | 1.71 | 0.27 | 630% |
| Returns for 3 years | -3.42 | 14.86 | -23% |
| Returns for 5 years | 34.73 | N/A | - |
| Returns for 10 years | 24.65 | N/A | - |
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