ERBIX
Price
$18.83
Change
-$0.56 (-2.89%)
Updated
Dec 18 closing price
RWIHX
Price
$63.50
Change
-$1.79 (-2.74%)
Updated
Dec 18 closing price
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ERBIX vs RWIHX

Header iconERBIX vs RWIHX Comparison
Open Charts ERBIX vs RWIHXBanner chart's image
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 R5E
Price$63.50
Change-$1.79 (-2.74%)
VolumeN/A
CapitalizationN/A
ERBIX vs RWIHX Comparison Chart
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ERBIX vs. RWIHX 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 RWIHX is a Buy.

FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 121B vs. ERBIX (726M). RWIHX pays higher dividends than ERBIX: RWIHX (1.86) vs ERBIX (1.24). ERBIX was incepted earlier than RWIHX: ERBIX (14 years) vs RWIHX (9 years). 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 (12.45) and RWIHX (12.23) have marching annual gain over last year. RWIHX return over 5 years is better than : 33.22 vs. ERBIX (23.79).
ERBIXRWIHXERBIX / RWIHX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence14 years9 years-
Gain YTD18.97510.623179%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets726M121B1%
Annual Yield % from dividends1.241.8667%
Returns for 1 year12.4512.23102%
Returns for 3 years4.9310.3248%
Returns for 5 years23.7933.2272%
Returns for 10 years38.66N/A-
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