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ERBAX vs FCWGX
ERBAX vs FCWGX Comparison
Open Charts ERBAX vs FCWGX
Eaton Vance Equity Strategy A
Price$21.13
Change+$0.07 (+0.33%)
VolumeN/A
Net Assets477.81M
American Funds Capital World Gr&Inc529F2
Price$77.37
Change+$0.54 (+0.70%)
VolumeN/A
Net Assets142.32B
ERBAX vs FCWGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 142B vs. ERBAX (478M). FCWGX pays higher dividends than ERBAX: FCWGX (1.55) 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 : 12.92 vs. ERBAX (8.22). FCWGX return over 5 years is better than : 46.38 vs. ERBAX (16.26).
| 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 | 15.912 | 22.300 | 71% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 478M | 142B | 0% |
| Annual Yield % from dividends | 0.51 | 1.55 | 33% |
| Returns for 1 year | 8.22 | 12.92 | 64% |
| Returns for 3 years | 25.18 | 51.62 | 49% |
| Returns for 5 years | 16.26 | 46.38 | 35% |
| Returns for 10 years | 50.21 | N/A | - |
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