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ERBAX vs RWBEX
ERBAX vs RWBEX Comparison
Open Charts ERBAX vs RWBEX
Eaton Vance Equity Strategy A
Price$20.43
Change+$0.12 (+0.59%)
VolumeN/A
Net Assets471.57M
American Funds Capital World Gr&Inc R2E
Price$74.40
Change+$0.32 (+0.43%)
VolumeN/A
Net Assets139.59B
ERBAX vs RWBEX Comparison Chart in %
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ERBAX vs. RWBEX commentary
Sep 28, 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 Hold and RWBEX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 140B vs. ERBAX (472M). RWBEX pays higher dividends than ERBAX: RWBEX (1.04) vs ERBAX (0.54). ERBAX was incepted earlier than RWBEX: ERBAX (15 years) vs RWBEX (11 years). ERBAX (1.30) is less costly to investors than RWBEX (1.21). ERBAX is a more actively managed with annual turnover of: 35.00 vs. RWBEX (27.00). RWBEX has a lower initial minimum investment than ERBAX: RWBEX (250) vs ERBAX (1000). RWBEX annual gain was more profitable for investors over the last year : 8.93 vs. ERBAX (7.31). RWBEX return over 5 years is better than : 52.52 vs. ERBAX (24.85).
| ERBAX | RWBEX | ERBAX / RWBEX | |
| Total Expense Ratio | 1.30 | 1.21 | 107% |
| Annual Report Gross Expense Ratio | 1.30 | 1.21 | 107% |
| Fund Existence | 15 years | 11 years | - |
| Gain YTD | 12.873 | 18.461 | 70% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 472M | 140B | 0% |
| Annual Yield % from dividends | 0.54 | 1.04 | 52% |
| Returns for 1 year | 7.31 | 8.93 | 82% |
| Returns for 3 years | 38.76 | 67.72 | 57% |
| Returns for 5 years | 24.85 | 52.52 | 47% |
| Returns for 10 years | 59.38 | 86.65 | 69% |
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