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ERBAX vs RWBEX
ERBAX vs RWBEX Comparison
Open Charts ERBAX vs RWBEX
Eaton Vance Equity Strategy A
Price$18.89
Change+$0.40 (+2.16%)
VolumeN/A
Net Assets581.8M
American Funds Capital World Gr&Inc R2E
Price$74.78
Change+$1.74 (+2.38%)
VolumeN/A
Net Assets148B
ERBAX vs RWBEX Comparison Chart in %
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ERBAX vs. RWBEX commentary
Feb 09, 2026
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 StrongBuy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 148B vs. ERBAX (582M). RWBEX pays higher dividends than ERBAX: RWBEX (1.06) vs ERBAX (0.76). 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). RWBEX annual gain was more profitable for investors over the last year : 13.60 vs. ERBAX (2.02). RWBEX return over 5 years is better than : 27.82 vs. ERBAX (2.21).
| 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 | 4.077 | 5.102 | 80% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 582M | 148B | 0% |
| Annual Yield % from dividends | 0.76 | 1.06 | 72% |
| Returns for 1 year | 2.02 | 13.60 | 15% |
| Returns for 3 years | 18.16 | 41.67 | 44% |
| Returns for 5 years | 2.21 | 27.82 | 8% |
| Returns for 10 years | 54.63 | 101.04 | 54% |
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