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ERBIX vs RWIFX
ERBIX vs RWIFX Comparison
Open Charts ERBIX vs RWIFX
Eaton Vance Richard Bernstein Eq Strat I
Price$18.50
Change+$0.13 (+0.71%)
VolumeN/A
Net Assets688.18M
American Funds Capital World Gr&Inc R5
Price$64.88
Change+$0.47 (+0.73%)
VolumeN/A
Net Assets125.76B
ERBIX vs RWIFX Comparison Chart
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ERBIX vs. RWIFX commentary
Jan 18, 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 Hold and RWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 126B vs. ERBIX (688M). 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). ERBIX annual gain was more profitable for investors over the last year : 16.02 vs. RWIFX (11.29). RWIFX return over 5 years is better than : 28.93 vs. ERBIX (13.82).
| 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 | 2.154 | 2.077 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 688M | 126B | 1% |
| Annual Yield % from dividends | 1.24 | 1.94 | 64% |
| Returns for 1 year | 16.02 | 11.29 | 142% |
| Returns for 3 years | -1.14 | 9.29 | -12% |
| Returns for 5 years | 13.82 | 28.93 | 48% |
| Returns for 10 years | 36.26 | 49.38 | 73% |
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