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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$17.83
Change+$0.13 (+0.73%)
VolumeN/A
Net Assets681.3M
American Funds Capital World Gr&Inc R5
Price$63.68
Change+$0.39 (+0.62%)
VolumeN/A
Net Assets122.78B
ERBIX vs RWIFX Comparison Chart
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ERBIX vs. RWIFX 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 RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 123B vs. ERBIX (681M). RWIFX pays higher dividends than ERBIX: RWIFX (1.93) vs ERBIX (0.87). ERBIX was incepted earlier than RWIFX: ERBIX (14 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). ERBIX annual gain was more profitable for investors over the last year : 1.71 vs. RWIFX (0.32). RWIFX return over 5 years is better than : 67.08 vs. ERBIX (34.73).
| ERBIX | RWIFX | ERBIX / RWIFX | |
| Total Expense Ratio | 1.05 | 0.46 | 228% |
| Annual Report Gross Expense Ratio | 1.05 | 0.46 | 228% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | -2.706 | 0.566 | -478% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 681M | 123B | 1% |
| Annual Yield % from dividends | 0.87 | 1.93 | 45% |
| Returns for 1 year | 1.71 | 0.32 | 525% |
| Returns for 3 years | -3.42 | 12.87 | -27% |
| Returns for 5 years | 34.73 | 67.08 | 52% |
| Returns for 10 years | 24.65 | 43.10 | 57% |
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