Interact to see
Advertisement
Advertisement
ERBAX vs RWBEX
ERBAX vs RWBEX Comparison
Open Charts ERBAX vs RWBEX
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 R2E
Price$72.16
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
ERBAX vs RWBEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ERBAX vs. RWBEX 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 RWBEX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 137B vs. ERBAX (673M). RWBEX pays higher dividends than ERBAX: RWBEX (1.06) vs ERBAX (0.56). 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 : 13.26 vs. ERBAX (10.02). RWBEX return over 5 years is better than : 48.81 vs. ERBAX (22.64).
| 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 | 9.503 | 14.722 | 65% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 673M | 137B | 0% |
| Annual Yield % from dividends | 0.56 | 1.06 | 52% |
| Returns for 1 year | 10.02 | 13.26 | 76% |
| Returns for 3 years | 22.80 | 49.26 | 46% |
| Returns for 5 years | 22.64 | 48.81 | 46% |
| Returns for 10 years | 39.70 | 60.15 | 66% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement