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ERBAX vs FCWGX
ERBAX vs FCWGX Comparison
Open Charts ERBAX vs FCWGX
Eaton Vance Equity Strategy A
Price$21.18
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets459.69M
American Funds Capital World Gr&Inc529F2
Price$77.61
Change+$0.32 (+0.41%)
VolumeN/A
Net Assets143.54B
ERBAX vs FCWGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 144B vs. ERBAX (460M). FCWGX pays higher dividends than ERBAX: FCWGX (1.56) vs ERBAX (0.51). ERBAX was incepted earlier than FCWGX: ERBAX (15 years) vs FCWGX (5 years). ERBAX (1.13) is less costly to investors than FCWGX (0.52). ERBAX is a more actively managed with annual turnover of: 35.00 vs. FCWGX (27.00). FCWGX has a lower initial minimum investment than ERBAX: FCWGX (250) vs ERBAX (1000). FCWGX annual gain was more profitable for investors over the last year : 15.32 vs. ERBAX (10.33). FCWGX return over 5 years is better than : 53.05 vs. ERBAX (19.94).
| ERBAX | FCWGX | ERBAX / FCWGX | |
| Total Expense Ratio | 1.12 | 0.52 | 215% |
| Annual Report Gross Expense Ratio | 1.13 | 0.52 | 217% |
| Fund Existence | 15 years | 5 years | - |
| Gain YTD | 17.017 | 23.670 | 72% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 460M | 144B | 0% |
| Annual Yield % from dividends | 0.51 | 1.56 | 33% |
| Returns for 1 year | 10.33 | 15.32 | 67% |
| Returns for 3 years | 30.43 | 58.35 | 52% |
| Returns for 5 years | 19.94 | 53.05 | 38% |
| Returns for 10 years | 54.72 | N/A | - |
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