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ERBIX vs FWGIX
ERBIX vs FWGIX Comparison
Open Charts ERBIX vs FWGIX
Eaton Vance Richard Bernstein Eq Strat I
Price$19.33
Change+$0.03 (+0.16%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc F3
Price$69.13
Change+$0.24 (+0.35%)
VolumeN/A
CapitalizationN/A
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ERBIX vs FWGIX Comparison Chart
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ERBIX vs. FWGIX commentary
Oct 18, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ERBIX is a StrongBuy and FWGIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 129B vs. ERBIX (724M). FWGIX pays higher dividends than ERBIX: FWGIX (1.99) vs ERBIX (1.24). ERBIX was incepted earlier than FWGIX: ERBIX (14 years) vs FWGIX (8 years). ERBIX is a more actively managed with annual turnover of: 35.00 vs. FWGIX (27.00). ERBIX (1000000) and FWGIX (1000000) have matching initial minimum investment requirements. FWGIX annual gain was more profitable for investors over the last year : 26.33 vs. ERBIX (18.52). FWGIX return over 5 years is better than : 49.03 vs. ERBIX (19.82).
| ERBIX | FWGIX | ERBIX / FWGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 8 years | - |
| Gain YTD | 17.755 | 16.268 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 724M | 129B | 1% |
| Annual Yield % from dividends | 1.24 | 1.99 | 62% |
| Returns for 1 year | 18.52 | 26.33 | 70% |
| Returns for 3 years | -6.22 | 9.69 | -64% |
| Returns for 5 years | 19.82 | 49.03 | 40% |
| Returns for 10 years | 46.17 | N/A | - |
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