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ERBAX vs RWBEX
ERBAX vs RWBEX Comparison
Open Charts ERBAX vs RWBEX
Eaton Vance RBA Equity Strategy Fd Cl A
Price$18.89
Change+$0.13 (+0.69%)
VolumeN/A
Net Assets657.91M
American Funds Capital World Gr&Inc R2E
Price$68.92
Change+$0.48 (+0.70%)
VolumeN/A
Net Assets131.04B
ERBAX vs RWBEX Comparison Chart
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ERBAX vs. RWBEX commentary
Jun 17, 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: 131B vs. ERBAX (658M). RWBEX pays higher dividends than ERBAX: RWBEX (1.11) vs ERBAX (0.58). 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 : 5.84 vs. ERBAX (4.43). RWBEX return over 5 years is better than : 49.52 vs. ERBAX (24.26).
| 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 | 3.646 | 8.807 | 41% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 658M | 131B | 1% |
| Annual Yield % from dividends | 0.58 | 1.11 | 52% |
| Returns for 1 year | 4.43 | 5.84 | 76% |
| Returns for 3 years | 19.81 | 42.36 | 47% |
| Returns for 5 years | 24.26 | 49.52 | 49% |
| Returns for 10 years | 31.97 | 49.42 | 65% |
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