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EDIIX vs FWCBX
EDIIX vs FWCBX Comparison
Open Charts EDIIX vs FWCBX
Eaton Vance Global Income Builder I
Price$11.11
Change-$0.10 (-0.89%)
VolumeN/A
Net Assets269.26M
American Funds Capital Income Bldr 529F3
Price$75.13
Change-$0.55 (-0.73%)
VolumeN/A
Net Assets113.85B
EDIIX vs FWCBX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 114B vs. EDIIX (269M). EDIIX pays higher dividends than FWCBX: EDIIX (5.19) vs FWCBX (3.30). EDIIX was incepted earlier than FWCBX: EDIIX (19 years) vs FWCBX (5 years). EDIIX (0.93) is less costly to investors than FWCBX (0.32). EDIIX is a more actively managed with annual turnover of: 108.00 vs. FWCBX (56.00). FWCBX has a lower initial minimum investment than EDIIX: FWCBX (250) vs EDIIX (1000000). FWCBX annual gain was more profitable for investors over the last year : 14.20 vs. EDIIX (6.25).
| EDIIX | FWCBX | EDIIX / FWCBX | |
| Total Expense Ratio | 0.92 | 0.32 | 288% |
| Annual Report Gross Expense Ratio | 0.93 | 0.32 | 291% |
| Fund Existence | 19 years | 5 years | - |
| Gain YTD | 8.797 | 10.519 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269M | 114B | 0% |
| Annual Yield % from dividends | 5.19 | 3.30 | 157% |
| Returns for 1 year | 6.25 | 14.20 | 44% |
| Returns for 3 years | 38.20 | 35.55 | 107% |
| Returns for 5 years | 47.91 | N/A | - |
| Returns for 10 years | 60.45 | N/A | - |
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