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ERBAX vs FWCGX
ERBAX vs FWCGX Comparison
Open Charts ERBAX vs FWCGX
Eaton Vance RBA Equity Strategy Fd Cl A
Price$18.89
Change+$0.13 (+0.69%)
VolumeN/A
Net Assets657.91M
American Funds Capital World Gr&Inc529F3
Price$69.17
Change+$0.49 (+0.71%)
VolumeN/A
Net Assets131.04B
ERBAX vs FWCGX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 131B vs. ERBAX (658M). FWCGX pays higher dividends than ERBAX: FWCGX (1.81) vs ERBAX (0.58). ERBAX was incepted earlier than FWCGX: ERBAX (15 years) vs FWCGX (5 years). ERBAX (1.30) is less costly to investors than FWCGX (0.47). ERBAX is a more actively managed with annual turnover of: 35.00 vs. FWCGX (27.00). FWCGX has a lower initial minimum investment than ERBAX: FWCGX (250) vs ERBAX (1000). FWCGX annual gain was more profitable for investors over the last year : 6.64 vs. ERBAX (4.43).
| ERBAX | FWCGX | ERBAX / FWCGX | |
| Total Expense Ratio | 1.30 | 0.47 | 277% |
| Annual Report Gross Expense Ratio | 1.30 | 0.47 | 277% |
| Fund Existence | 15 years | 5 years | - |
| Gain YTD | 3.646 | 9.155 | 40% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 658M | 131B | 1% |
| Annual Yield % from dividends | 0.58 | 1.81 | 32% |
| Returns for 1 year | 4.43 | 6.64 | 67% |
| Returns for 3 years | 19.81 | 46.75 | 42% |
| Returns for 5 years | 24.26 | N/A | - |
| Returns for 10 years | 31.97 | N/A | - |
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