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ERBIX vs FWGIX
ERBIX vs FWGIX Comparison
Open Charts ERBIX vs FWGIX
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&Inc F3
Price$71.56
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.13B
ERBIX vs FWGIX Comparison Chart in %
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ERBIX vs. FWGIX commentary
Jul 04, 2025
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 Buy and FWGIX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 135B vs. ERBIX (673M). FWGIX pays higher dividends than ERBIX: FWGIX (1.77) vs ERBIX (0.80). ERBIX was incepted earlier than FWGIX: ERBIX (15 years) vs FWGIX (8 years). ERBIX (1.05) is less costly to investors than FWGIX (0.41). 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 : 9.74 vs. ERBIX (6.38). FWGIX return over 5 years is better than : 54.88 vs. ERBIX (24.95).
| ERBIX | FWGIX | ERBIX / FWGIX | |
| Total Expense Ratio | 1.05 | 0.41 | 256% |
| Annual Report Gross Expense Ratio | 1.05 | 0.41 | 256% |
| Fund Existence | 15 years | 8 years | - |
| Gain YTD | 7.178 | 13.775 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 673M | 135B | 0% |
| Annual Yield % from dividends | 0.80 | 1.77 | 45% |
| Returns for 1 year | 6.38 | 9.74 | 65% |
| Returns for 3 years | 21.67 | 51.57 | 42% |
| Returns for 5 years | 24.95 | 54.88 | 45% |
| Returns for 10 years | 39.56 | N/A | - |
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