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ERBAX vs FWGIX
ERBAX vs FWGIX Comparison
Open Charts ERBAX vs FWGIX
Eaton Vance RBA Equity Strategy Fd Cl A
Price$19.82
Change+$0.05 (+0.25%)
VolumeN/A
Net Assets672.74M
American Funds Capital World Gr&Inc F3
Price$72.48
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
ERBAX vs FWGIX Comparison Chart in %
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ERBAX vs. FWGIX commentary
Jul 27, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ERBAX is a Buy and FWGIX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 137B vs. ERBAX (673M). FWGIX pays higher dividends than ERBAX: FWGIX (1.77) vs ERBAX (0.56). ERBAX was incepted earlier than FWGIX: ERBAX (15 years) vs FWGIX (9 years). ERBAX (1.30) is less costly to investors than FWGIX (0.41). ERBAX is a more actively managed with annual turnover of: 35.00 vs. FWGIX (27.00). ERBAX has a lower initial minimum investment than FWGIX: ERBAX (1000) vs FWGIX (1000000). FWGIX annual gain was more profitable for investors over the last year : 14.19 vs. ERBAX (10.02). FWGIX return over 5 years is better than : 53.11 vs. ERBAX (22.64).
| ERBAX | FWGIX | ERBAX / FWGIX | |
| Total Expense Ratio | 1.30 | 0.41 | 317% |
| Annual Report Gross Expense Ratio | 1.30 | 0.41 | 317% |
| Fund Existence | 15 years | 9 years | - |
| Gain YTD | 9.503 | 15.237 | 62% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 673M | 137B | 0% |
| Annual Yield % from dividends | 0.56 | 1.77 | 31% |
| Returns for 1 year | 10.02 | 14.19 | 71% |
| Returns for 3 years | 22.80 | 52.35 | 44% |
| Returns for 5 years | 22.64 | 53.11 | 43% |
| Returns for 10 years | 39.70 | N/A | - |
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