Interact to see
Advertisement
Advertisement
ERBAX vs RWBEX
ERBAX vs RWBEX Comparison
Open Charts ERBAX vs RWBEX
Eaton Vance Equity Strategy A
Price$21.58
Change+$0.05 (+0.23%)
VolumeN/A
Net Assets477.81M
American Funds Capital World Gr&Inc R2E
Price$71.55
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets142.32B
ERBAX vs RWBEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ERBAX vs. RWBEX commentary
Dec 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 RWBEX is a Hold.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 142B vs. ERBAX (478M). RWBEX pays higher dividends than ERBAX: RWBEX (0.97) vs ERBAX (0.51). ERBAX was incepted earlier than RWBEX: ERBAX (15 years) vs RWBEX (11 years). RWBEX (1.21) is less costly to investors than ERBAX (1.13). ERBAX is a more actively managed with annual turnover of: 56.00 vs. RWBEX (27.00). RWBEX has a lower initial minimum investment than ERBAX: RWBEX (250) vs ERBAX (1000). ERBAX annual gain was more profitable for investors over the last year : 13.23 vs. RWBEX (11.89). RWBEX return over 5 years is better than : 28.84 vs. ERBAX (21.54).
| ERBAX | RWBEX | ERBAX / RWBEX | |
| Total Expense Ratio | 1.12 | 1.21 | 93% |
| Annual Report Gross Expense Ratio | 1.13 | 1.21 | 93% |
| Fund Existence | 15 years | 11 years | - |
| Gain YTD | 19.227 | 13.923 | 138% |
| 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 | 0.97 | 52% |
| Returns for 1 year | 13.23 | 11.89 | 111% |
| Returns for 3 years | 33.30 | 44.24 | 75% |
| Returns for 5 years | 21.54 | 28.84 | 75% |
| Returns for 10 years | 59.42 | 71.37 | 83% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| CORX | 10.48 | 0.15 | +1.46% |
| 2x Corn ETF | |||
| LQDB | 87.32 | 0.27 | +0.31% |
| iShares BBB Rated Corporate Bond ETF | |||
| PICK | 51.54 | 0.05 | +0.10% |
| iShares MSCI Global Mtls&Mng Prdcrs ETF | |||
| SVXY | 54.93 | 0.01 | +0.02% |
| ProShares Short VIX Short-Term Futures | |||
| RDTE | 31.10 | -0.30 | -0.96% |
| Roundhill Russell 2000 0DTECovCllStgyETF | |||