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EDIIX vs FWCBX
EDIIX vs FWCBX Comparison
Open Charts EDIIX vs FWCBX
Eaton Vance Global Income Builder I
Price$12.17
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
EDIIX vs FWCBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 121B vs. EDIIX (298M). EDIIX pays higher dividends than FWCBX: EDIIX (5.08) vs FWCBX (3.05). EDIIX was incepted earlier than FWCBX: EDIIX (20 years) vs FWCBX (5 years). EDIIX (0.93) is less costly to investors than FWCBX (0.31). EDIIX is a more actively managed with annual turnover of: 102.00 vs. FWCBX (50.00). FWCBX has a lower initial minimum investment than EDIIX: FWCBX (250) vs EDIIX (1000000). EDIIX annual gain was more profitable for investors over the last year : 20.78 vs. FWCBX (16.48). FWCBX return over 5 years is better than : 48.63 vs. EDIIX (39.67).
| EDIIX | FWCBX | EDIIX / FWCBX | |
| Total Expense Ratio | 0.92 | 0.31 | 297% |
| Annual Report Gross Expense Ratio | 0.93 | 0.31 | 300% |
| Fund Existence | 20 years | 5 years | - |
| Gain YTD | 2.653 | 3.590 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 298M | 121B | 0% |
| Annual Yield % from dividends | 5.08 | 3.05 | 167% |
| Returns for 1 year | 20.78 | 16.48 | 126% |
| Returns for 3 years | 43.65 | 36.26 | 120% |
| Returns for 5 years | 39.67 | 48.63 | 82% |
| Returns for 10 years | 102.46 | N/A | - |
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