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EDIRX vs FWCBX
EDIRX vs FWCBX Comparison
Open Charts EDIRX vs FWCBX
Eaton Vance Global Income Builder R
Price$12.14
Change+$0.59 (+5.11%)
VolumeN/A
Net Assets297.98M
American Funds Capital Income Bldr 529F3
Price$79.63
Change+$0.40 (+0.50%)
VolumeN/A
Net Assets120.79B
EDIRX vs FWCBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 121B vs. EDIRX (298M). EDIRX pays higher dividends than FWCBX: EDIRX (4.60) vs FWCBX (3.05). EDIRX was incepted earlier than FWCBX: EDIRX (20 years) vs FWCBX (5 years). EDIRX (1.43) is less costly to investors than FWCBX (0.31). EDIRX is a more actively managed with annual turnover of: 102.00 vs. FWCBX (50.00). FWCBX has a lower initial minimum investment than EDIRX: FWCBX (250) vs EDIRX (1000). EDIRX annual gain was more profitable for investors over the last year : 20.25 vs. FWCBX (16.48). FWCBX return over 5 years is better than : 48.63 vs. EDIRX (36.82).
| EDIRX | FWCBX | EDIRX / FWCBX | |
| Total Expense Ratio | 1.42 | 0.31 | 458% |
| Annual Report Gross Expense Ratio | 1.43 | 0.31 | 461% |
| Fund Existence | 20 years | 5 years | - |
| Gain YTD | 2.617 | 3.590 | 73% |
| Front Load | N/A | 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 | 4.60 | 3.05 | 151% |
| Returns for 1 year | 20.25 | 16.48 | 123% |
| Returns for 3 years | 41.70 | 36.26 | 115% |
| Returns for 5 years | 36.82 | 48.63 | 76% |
| Returns for 10 years | 96.41 | N/A | - |
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