Ad is loading...
ERBIX vs RWIHX
ERBIX vs RWIHX Comparison
Open Charts ERBIX vs RWIHX
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
Loading...
View a ticker or compare two or three
VS
VS
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).
| ERBIX | RWIHX | ERBIX / RWIHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | 18.975 | 10.623 | 179% |
| 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 | 1.86 | 67% |
| Returns for 1 year | 12.45 | 12.23 | 102% |
| Returns for 3 years | 4.93 | 10.32 | 48% |
| Returns for 5 years | 23.79 | 33.22 | 72% |
| Returns for 10 years | 38.66 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ARSVX | 15.94 | N/A | N/A |
| AMG River Road Small Cap Value N | |||
| MNCSX | 10.33 | N/A | N/A |
| Mercer Non-US Core Equity I | |||
| RIRGX | 72.76 | -0.37 | -0.51% |
| American Funds Capital Income Bldr R6 | |||
| RLUSX | 18.02 | -0.10 | -0.55% |
| Lazard US Equity Focus R6 | |||
| LCBDX | 25.75 | -0.19 | -0.73% |
| ClearBridge Tactical Dividend Income IS | |||