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ERBIX vs RWIFX
ERBIX vs RWIFX Comparison
Open Charts ERBIX vs RWIFX
Eaton Vance Richard Bernstein Eq Strat I
Price$19.02
Change-$0.18 (-0.94%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R5
Price$67.26
Change-$0.71 (-1.04%)
VolumeN/A
CapitalizationN/A
ERBIX vs RWIFX Comparison Chart
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ERBIX vs. RWIFX commentary
Nov 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 StrongSell and RWIFX is a Sell.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 125B vs. ERBIX (704M). RWIFX pays higher dividends than ERBIX: RWIFX (1.94) vs ERBIX (1.24). ERBIX was incepted earlier than RWIFX: ERBIX (14 years) vs RWIFX (23 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 : 19.46 vs. ERBIX (14.10). RWIFX return over 5 years is better than : 39.97 vs. ERBIX (15.07).
| ERBIX | RWIFX | ERBIX / RWIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 16.046 | 13.399 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 704M | 125B | 1% |
| Annual Yield % from dividends | 1.24 | 1.94 | 64% |
| Returns for 1 year | 14.10 | 19.46 | 72% |
| Returns for 3 years | -9.99 | 3.86 | -259% |
| Returns for 5 years | 15.07 | 39.97 | 38% |
| Returns for 10 years | 34.24 | 50.91 | 67% |
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