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ERBIX vs RWIFX
ERBIX vs RWIFX Comparison
Open Charts ERBIX vs RWIFX
Eaton Vance Equity Strategy I
Price$20.45
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets471.57M
American Funds Capital World Gr&Inc R5
Price$75.14
Change+$0.04 (+0.05%)
VolumeN/A
Net Assets140.8B
ERBIX vs RWIFX Comparison Chart in %
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ERBIX vs. RWIFX commentary
Sep 17, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 141B vs. ERBIX (472M). RWIFX pays higher dividends than ERBIX: RWIFX (1.69) vs ERBIX (0.78). 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 : 14.02 vs. ERBIX (10.10). RWIFX return over 5 years is better than : 53.74 vs. ERBIX (21.07).
| 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 | 12.314 | 19.740 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 472M | 141B | 0% |
| Annual Yield % from dividends | 0.78 | 1.69 | 46% |
| Returns for 1 year | 10.10 | 14.02 | 72% |
| Returns for 3 years | 29.97 | 60.83 | 49% |
| Returns for 5 years | 21.07 | 53.74 | 39% |
| Returns for 10 years | 54.56 | 84.04 | 65% |
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