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EADIX vs RWIEX
EADIX vs RWIEX Comparison
Open Charts EADIX vs RWIEX
Eaton Vance Global Equity Income A
Price$17.73
Change-$0.24 (-1.34%)
VolumeN/A
Net Assets679.37M
American Funds Capital World Gr&Inc R4
Price$68.51
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
EADIX vs RWIEX Comparison Chart
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EADIX vs. RWIEX commentary
Jun 15, 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: 131B vs. EADIX (679M). EADIX pays higher dividends than RWIEX: EADIX (3.95) vs RWIEX (1.53). 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 (6.32) and EADIX (6.27) have marching annual gain over last year. EADIX return over 5 years is better than : 64.29 vs. RWIEX (51.75).
| 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 | 8.370 | 9.014 | 93% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 679M | 131B | 1% |
| Annual Yield % from dividends | 3.95 | 1.53 | 259% |
| Returns for 1 year | 6.27 | 6.32 | 99% |
| Returns for 3 years | 50.14 | 43.98 | 114% |
| Returns for 5 years | 64.29 | 51.75 | 124% |
| Returns for 10 years | 77.03 | 51.97 | 148% |
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