Interact to see
Advertisement
Advertisement
ERBIX vs FCWGX
ERBIX vs FCWGX Comparison
Open Charts ERBIX vs FCWGX
Eaton Vance RBA Equity Strategy Fd Cl I
Price$19.51
Change+$0.10 (+0.52%)
VolumeN/A
Net Assets672.74M
American Funds Capital World Gr&Inc529F2
Price$71.58
Change+$0.45 (+0.63%)
VolumeN/A
Net Assets135.13B
ERBIX vs FCWGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 135B 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 : 9.61 vs. ERBIX (6.38).
| 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 | 7.178 | 13.697 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 673M | 135B | 0% |
| Annual Yield % from dividends | 0.80 | 1.68 | 47% |
| Returns for 1 year | 6.38 | 9.61 | 66% |
| Returns for 3 years | 21.67 | 52.90 | 41% |
| Returns for 5 years | 24.95 | N/A | - |
| Returns for 10 years | 39.56 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement