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EDIAX vs FWCBX
EDIAX vs FWCBX Comparison
Open Charts EDIAX vs FWCBX
Eaton Vance Global Income Builder A
Price$12.19
Change+$0.59 (+5.09%)
VolumeN/A
Net Assets297.98M
American Funds Capital Income Bldr 529F3
Price$79.63
Change+$0.40 (+0.50%)
VolumeN/A
Net Assets120.79B
EDIAX vs FWCBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 121B vs. EDIAX (298M). EDIAX pays higher dividends than FWCBX: EDIAX (4.84) vs FWCBX (3.05). EDIAX was incepted earlier than FWCBX: EDIAX (20 years) vs FWCBX (5 years). EDIAX (1.18) is less costly to investors than FWCBX (0.31). EDIAX is a more actively managed with annual turnover of: 102.00 vs. FWCBX (50.00). FWCBX has a lower initial minimum investment than EDIAX: FWCBX (250) vs EDIAX (1000). EDIAX annual gain was more profitable for investors over the last year : 20.58 vs. FWCBX (16.48). FWCBX return over 5 years is better than : 48.63 vs. EDIAX (38.31).
| EDIAX | FWCBX | EDIAX / FWCBX | |
| Total Expense Ratio | 1.17 | 0.31 | 377% |
| Annual Report Gross Expense Ratio | 1.18 | 0.31 | 381% |
| Fund Existence | 20 years | 5 years | - |
| Gain YTD | 2.632 | 3.590 | 73% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 298M | 121B | 0% |
| Annual Yield % from dividends | 4.84 | 3.05 | 159% |
| Returns for 1 year | 20.58 | 16.48 | 125% |
| Returns for 3 years | 42.68 | 36.26 | 118% |
| Returns for 5 years | 38.31 | 48.63 | 79% |
| Returns for 10 years | 99.46 | N/A | - |
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