ERBIX
Price
$19.86
Change
+$0.05 (+0.25%)
Updated
Jul 25 closing price
Net Assets
672.74M
RWIFX
Price
$72.53
Change
+$0.03 (+0.04%)
Updated
Jul 25 closing price
Net Assets
137.3B
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ERBIX vs RWIFX

Header iconERBIX vs RWIFX Comparison
Open Charts ERBIX vs RWIFXBanner chart's image
Eaton Vance RBA Equity Strategy Fd Cl I
Price$19.86
Change+$0.05 (+0.25%)
VolumeN/A
Net Assets672.74M
American Funds Capital World Gr&Inc R5
Price$72.53
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets137.3B
ERBIX vs RWIFX Comparison Chart in %
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ERBIX vs. RWIFX commentary
Jul 26, 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.

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FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 137B 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 : 14.13 vs. ERBIX (10.06). RWIFX return over 5 years is better than : 52.85 vs. ERBIX (23.26).
ERBIXRWIFXERBIX / RWIFX
Total Expense Ratio1.050.46228%
Annual Report Gross Expense Ratio1.050.46228%
Fund Existence15 years23 years-
Gain YTD9.38715.19862%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets673M137B0%
Annual Yield % from dividends0.801.7246%
Returns for 1 year10.0614.1371%
Returns for 3 years23.0452.1744%
Returns for 5 years23.2652.8544%
Returns for 10 years40.8064.9763%
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