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ERBIX vs RWIFX
ERBIX vs RWIFX Comparison
Open Charts ERBIX vs RWIFX
Eaton Vance Richard Bernstein Eq Strat I
Price$18.83
Change-$0.56 (-2.89%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc R5
Price$63.66
Change-$1.80 (-2.75%)
VolumeN/A
CapitalizationN/A
ERBIX vs RWIFX Comparison Chart
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ERBIX vs. RWIFX commentary
Dec 19, 2024
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 StrongBuy and RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 121B vs. ERBIX (726M). 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 (12.45) and RWIFX (12.33) have marching annual gain over last year. RWIFX return over 5 years is better than : 33.65 vs. ERBIX (23.79).
| 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 | 18.975 | 10.727 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 726M | 121B | 1% |
| Annual Yield % from dividends | 1.24 | 1.94 | 64% |
| Returns for 1 year | 12.45 | 12.33 | 101% |
| Returns for 3 years | 4.93 | 10.56 | 47% |
| Returns for 5 years | 23.79 | 33.65 | 71% |
| Returns for 10 years | 38.66 | 49.13 | 79% |
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