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ERBIX vs FWCGX
ERBIX vs FWCGX Comparison
Open Charts ERBIX vs FWCGX
Eaton Vance RBA Equity Strategy Fd Cl I
Price$18.51
Change-$0.29 (-1.54%)
VolumeN/A
Net Assets698.92M
American Funds Capital World Gr&Inc529F3
Price$66.29
Change-$0.88 (-1.31%)
VolumeN/A
Net Assets130.16B
ERBIX vs FWCGX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 130B vs. ERBIX (699M). FWCGX pays higher dividends than ERBIX: FWCGX (1.94) vs ERBIX (1.24). ERBIX was incepted earlier than FWCGX: ERBIX (14 years) vs FWCGX (4 years). ERBIX is a more actively managed with annual turnover of: 35.00 vs. FWCGX (27.00). FWCGX has a lower initial minimum investment than ERBIX: FWCGX (250) vs ERBIX (1000000). ERBIX annual gain was more profitable for investors over the last year : 11.26 vs. FWCGX (7.40).
| ERBIX | FWCGX | ERBIX / FWCGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 4 years | - |
| Gain YTD | 3.810 | 4.361 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 699M | 130B | 1% |
| Annual Yield % from dividends | 1.24 | 1.94 | 64% |
| Returns for 1 year | 11.26 | 7.40 | 152% |
| Returns for 3 years | 5.37 | 19.98 | 27% |
| Returns for 5 years | 15.26 | N/A | - |
| Returns for 10 years | 32.20 | N/A | - |
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