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ERBIX vs RWIFX
ERBIX vs RWIFX Comparison
Open Charts ERBIX vs RWIFX
Eaton Vance Equity Strategy I
Price$20.59
Change+$0.07 (+0.34%)
VolumeN/A
Net Assets460.16M
American Funds Capital World Gr&Inc R5
Price$75.46
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.97B
ERBIX vs RWIFX Comparison Chart in %
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ERBIX vs. RWIFX commentary
Oct 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 Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 141B vs. ERBIX (460M). RWIFX pays higher dividends than ERBIX: RWIFX (1.64) vs ERBIX (0.75). ERBIX was incepted earlier than RWIFX: ERBIX (15 years) vs RWIFX (23 years). ERBIX (0.88) 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 : 11.26 vs. ERBIX (7.05). RWIFX return over 5 years is better than : 52.66 vs. ERBIX (20.42).
| ERBIX | RWIFX | ERBIX / RWIFX | |
| Total Expense Ratio | 0.87 | 0.46 | 189% |
| Annual Report Gross Expense Ratio | 0.88 | 0.46 | 191% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 13.308 | 20.393 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 460M | 141B | 0% |
| Annual Yield % from dividends | 0.75 | 1.64 | 46% |
| Returns for 1 year | 7.05 | 11.26 | 63% |
| Returns for 3 years | 36.85 | 68.61 | 54% |
| Returns for 5 years | 20.42 | 52.66 | 39% |
| Returns for 10 years | 51.35 | 79.57 | 65% |
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