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ERBIX vs RWIFX
ERBIX vs RWIFX Comparison
Open Charts ERBIX vs RWIFX
Eaton Vance Richard Bernstein Eq Strat I
Price$17.97
Change-$0.35 (-1.91%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R5
Price$64.72
Change-$1.09 (-1.66%)
VolumeN/A
CapitalizationN/A
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ERBIX vs RWIFX Comparison Chart
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ERBIX vs. RWIFX commentary
Sep 08, 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 StrongSell and RWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 121B vs. ERBIX (722M). RWIFX pays higher dividends than ERBIX: RWIFX (1.94) vs ERBIX (1.24). ERBIX was incepted earlier than RWIFX: ERBIX (14 years) vs RWIFX (22 years). ERBIX is a more actively managed with annual turnover of: 35.00 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than ERBIX: RWIFX (250) vs ERBIX (1000000). RWIFX annual gain was more profitable for investors over the last year : 17.68 vs. ERBIX (9.58). RWIFX return over 5 years is better than : 41.93 vs. ERBIX (14.21).
| ERBIX | RWIFX | ERBIX / RWIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 22 years | - |
| Gain YTD | 11.775 | 10.549 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 722M | 121B | 1% |
| Annual Yield % from dividends | 1.24 | 1.94 | 64% |
| Returns for 1 year | 9.58 | 17.68 | 54% |
| Returns for 3 years | -11.77 | 2.25 | -524% |
| Returns for 5 years | 14.21 | 41.93 | 34% |
| Returns for 10 years | 28.43 | 46.99 | 61% |
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