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EADIX vs RWIEX
EADIX vs RWIEX Comparison
Open Charts EADIX vs RWIEX
Eaton Vance Global Equity Income A
Price$18.30
Change+$0.06 (+0.33%)
VolumeN/A
Net Assets720.77M
American Funds Capital World Gr&Inc R4
Price$71.37
Change+$0.45 (+0.63%)
VolumeN/A
Net Assets135.98B
EADIX vs RWIEX Comparison Chart in %
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EADIX vs. RWIEX commentary
Jul 07, 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 EADIX is a Buy and RWIEX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 136B vs. EADIX (721M). EADIX pays higher dividends than RWIEX: EADIX (3.81) vs RWIEX (1.46). EADIX was incepted earlier than RWIEX: EADIX (22 years) vs RWIEX (23 years). EADIX (1.18) is less costly to investors than RWIEX (0.76). EADIX is a more actively managed with annual turnover of: 136.00 vs. RWIEX (27.00). RWIEX has a lower initial minimum investment than EADIX: RWIEX (250) vs EADIX (1000). RWIEX (9.34) and EADIX (8.99) have marching annual gain over last year. EADIX return over 5 years is better than : 66.86 vs. RWIEX (52.95).
| EADIX | RWIEX | EADIX / RWIEX | |
| Total Expense Ratio | 1.18 | 0.76 | 155% |
| Annual Report Gross Expense Ratio | 1.18 | 0.76 | 155% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 12.221 | 13.565 | 90% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 721M | 136B | 1% |
| Annual Yield % from dividends | 3.81 | 1.46 | 261% |
| Returns for 1 year | 8.99 | 9.34 | 96% |
| Returns for 3 years | 53.94 | 50.20 | 107% |
| Returns for 5 years | 66.86 | 52.95 | 126% |
| Returns for 10 years | 87.14 | 62.87 | 139% |
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