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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$17.83
Change+$0.13 (+0.73%)
VolumeN/A
Net Assets681.3M
American Funds Capital World Gr&Inc F3
Price$63.87
Change+$0.24 (+0.38%)
VolumeN/A
Net Assets122.78B
ERBIX vs FWGIX Comparison Chart
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ERBIX vs. FWGIX commentary
Apr 03, 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: 123B vs. ERBIX (681M). FWGIX pays higher dividends than ERBIX: FWGIX (1.98) vs ERBIX (0.87). ERBIX was incepted earlier than FWGIX: ERBIX (14 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. ERBIX annual gain was more profitable for investors over the last year : 1.71 vs. FWGIX (1.22). FWGIX return over 5 years is better than : 70.29 vs. ERBIX (34.73).
| ERBIX | FWGIX | ERBIX / FWGIX | |
| Total Expense Ratio | 1.05 | 0.41 | 256% |
| Annual Report Gross Expense Ratio | 1.05 | 0.41 | 256% |
| Fund Existence | 14 years | 8 years | - |
| Gain YTD | -2.706 | 0.958 | -283% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 681M | 123B | 1% |
| Annual Yield % from dividends | 0.87 | 1.98 | 44% |
| Returns for 1 year | 1.71 | 1.22 | 140% |
| Returns for 3 years | -3.42 | 13.41 | -25% |
| Returns for 5 years | 34.73 | 70.29 | 49% |
| Returns for 10 years | 24.65 | N/A | - |
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