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ERBIX vs RWIFX
ERBIX vs RWIFX Comparison
Open Charts ERBIX vs RWIFX
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 R5
Price$71.61
Change+$0.45 (+0.63%)
VolumeN/A
Net Assets135.13B
ERBIX vs RWIFX Comparison Chart in %
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ERBIX vs. RWIFX 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 RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 135B vs. ERBIX (673M). RWIFX pays higher dividends than ERBIX: RWIFX (1.72) vs ERBIX (0.80). ERBIX was incepted earlier than RWIFX: ERBIX (15 years) vs RWIFX (23 years). ERBIX (1.05) is less costly to investors than RWIFX (0.46). 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 : 9.68 vs. ERBIX (6.38). RWIFX return over 5 years is better than : 54.61 vs. ERBIX (24.95).
| ERBIX | RWIFX | ERBIX / RWIFX | |
| Total Expense Ratio | 1.05 | 0.46 | 228% |
| Annual Report Gross Expense Ratio | 1.05 | 0.46 | 228% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 7.178 | 13.737 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 673M | 135B | 0% |
| Annual Yield % from dividends | 0.80 | 1.72 | 46% |
| Returns for 1 year | 6.38 | 9.68 | 66% |
| Returns for 3 years | 21.67 | 51.39 | 42% |
| Returns for 5 years | 24.95 | 54.61 | 46% |
| Returns for 10 years | 39.56 | 64.73 | 61% |
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