Ad is loading...
ERBIX vs RWBEX
ERBIX vs RWBEX Comparison
Open Charts ERBIX vs RWBEX
Eaton Vance Richard Bernstein Eq Strat I
Price$18.83
Change-$0.56 (-2.89%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R2E
Price$63.38
Change-$1.79 (-2.75%)
VolumeN/A
CapitalizationN/A
ERBIX vs RWBEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ERBIX vs. RWBEX commentary
Dec 19, 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 RWBEX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 121B vs. ERBIX (726M). RWBEX (1.28) and ERBIX (1.24) have matching dividends . ERBIX was incepted earlier than RWBEX: ERBIX (14 years) vs RWBEX (10 years). ERBIX is a more actively managed with annual turnover of: 35.00 vs. RWBEX (27.00). RWBEX has a lower initial minimum investment than ERBIX: RWBEX (250) vs ERBIX (1000000). ERBIX annual gain was more profitable for investors over the last year : 12.45 vs. RWBEX (11.66). RWBEX return over 5 years is better than : 30.86 vs. ERBIX (23.79).
| ERBIX | RWBEX | ERBIX / RWBEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | 18.975 | 10.091 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 726M | 121B | 1% |
| Annual Yield % from dividends | 1.24 | 1.28 | 97% |
| Returns for 1 year | 12.45 | 11.66 | 107% |
| Returns for 3 years | 4.93 | 9.08 | 54% |
| Returns for 5 years | 23.79 | 30.86 | 77% |
| Returns for 10 years | 38.66 | 45.55 | 85% |
View a ticker or compare two or three
VS
VS
Ad is loading...