ERBIX
Price
$17.61
Change
-$0.43 (-2.38%)
Updated
Mar 10 closing price
Net Assets
681.3M
RWIHX
Price
$63.54
Change
-$1.79 (-2.74%)
Updated
Mar 10 closing price
Net Assets
126.53B
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ERBIX vs RWIHX

Header iconERBIX vs RWIHX Comparison
Open Charts ERBIX vs RWIHXBanner chart's image
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
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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.

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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).
ERBIXRWIHXERBIX / RWIHX
Total Expense Ratio1.050.56188%
Annual Report Gross Expense Ratio1.050.56188%
Fund Existence14 years9 years-
Gain YTD-0.3873.044-13%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets681M127B1%
Annual Yield % from dividends0.841.7748%
Returns for 1 year5.703.51162%
Returns for 3 years6.4224.7826%
Returns for 5 years19.5344.8844%
Returns for 10 years30.24N/A-
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