Ad is loading...
ERBIX vs RWIHX
ERBIX vs RWIHX Comparison
Open Charts ERBIX vs RWIHX
Eaton Vance RBA Equity Strategy Fd Cl I
Price$17.61
Change-$0.43 (-2.38%)
VolumeN/A
Net Assets681.3M
American Funds Capital World Gr&Inc R5E
Price$63.54
Change-$1.79 (-2.74%)
VolumeN/A
Net Assets126.53B
ERBIX vs RWIHX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ERBIX vs. RWIHX commentary
Mar 11, 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 RWIHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 127B vs. ERBIX (681M). RWIHX pays higher dividends than ERBIX: RWIHX (1.77) vs ERBIX (0.84). ERBIX was incepted earlier than RWIHX: ERBIX (14 years) vs RWIHX (9 years). ERBIX (1.05) is less costly to investors than RWIHX (0.56). ERBIX is a more actively managed with annual turnover of: 35.00 vs. RWIHX (27.00). RWIHX has a lower initial minimum investment than ERBIX: RWIHX (250) vs ERBIX (1000000). ERBIX annual gain was more profitable for investors over the last year : 5.70 vs. RWIHX (3.51). RWIHX return over 5 years is better than : 44.88 vs. ERBIX (19.53).
| ERBIX | RWIHX | ERBIX / RWIHX | |
| Total Expense Ratio | 1.05 | 0.56 | 188% |
| Annual Report Gross Expense Ratio | 1.05 | 0.56 | 188% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | -0.387 | 3.044 | -13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 681M | 127B | 1% |
| Annual Yield % from dividends | 0.84 | 1.77 | 48% |
| Returns for 1 year | 5.70 | 3.51 | 162% |
| Returns for 3 years | 6.42 | 24.78 | 26% |
| Returns for 5 years | 19.53 | 44.88 | 44% |
| Returns for 10 years | 30.24 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers