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ERBIX vs FWCGX
ERBIX vs FWCGX Comparison
Open Charts ERBIX vs FWCGX
Eaton Vance Richard Bernstein Eq Strat I
Price$18.50
Change+$0.13 (+0.71%)
VolumeN/A
Net Assets688.18M
American Funds Capital World Gr&Inc529F3
Price$64.83
Change+$0.47 (+0.73%)
VolumeN/A
Net Assets125.76B
ERBIX vs FWCGX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 126B vs. ERBIX (688M). 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 : 16.02 vs. FWCGX (11.26).
| 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 | 2.154 | 2.062 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 688M | 126B | 1% |
| Annual Yield % from dividends | 1.24 | 1.94 | 64% |
| Returns for 1 year | 16.02 | 11.26 | 142% |
| Returns for 3 years | -1.14 | 11.80 | -10% |
| Returns for 5 years | 13.82 | N/A | - |
| Returns for 10 years | 36.26 | N/A | - |
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