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EDIRX vs FWCBX
EDIRX vs FWCBX Comparison
Open Charts EDIRX vs FWCBX
Eaton Vance Global Income Builder R
Price$11.36
Change+$0.04 (+0.35%)
VolumeN/A
Net Assets281.84M
American Funds Capital Income Bldr 529F3
Price$78.70
Change+$0.14 (+0.18%)
VolumeN/A
Net Assets118.23B
EDIRX vs FWCBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 118B vs. EDIRX (282M). EDIRX pays higher dividends than FWCBX: EDIRX (4.56) vs FWCBX (3.17). EDIRX was incepted earlier than FWCBX: EDIRX (20 years) vs FWCBX (5 years). EDIRX (1.43) is less costly to investors than FWCBX (0.32). EDIRX is a more actively managed with annual turnover of: 108.00 vs. FWCBX (56.00). FWCBX has a lower initial minimum investment than EDIRX: FWCBX (250) vs EDIRX (1000). FWCBX annual gain was more profitable for investors over the last year : 13.52 vs. EDIRX (9.67).
| EDIRX | FWCBX | EDIRX / FWCBX | |
| Total Expense Ratio | 1.42 | 0.32 | 444% |
| Annual Report Gross Expense Ratio | 1.43 | 0.32 | 447% |
| Fund Existence | 20 years | 5 years | - |
| Gain YTD | 12.722 | 15.771 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 282M | 118B | 0% |
| Annual Yield % from dividends | 4.56 | 3.17 | 144% |
| Returns for 1 year | 9.67 | 13.52 | 72% |
| Returns for 3 years | 37.13 | 38.67 | 96% |
| Returns for 5 years | 40.30 | N/A | - |
| Returns for 10 years | 72.67 | N/A | - |
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