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ERBAX vs RWBEX
ERBAX vs RWBEX Comparison
Open Charts ERBAX vs RWBEX
Eaton Vance Equity Strategy A
Price$20.54
Change+$0.07 (+0.34%)
VolumeN/A
Net Assets460.16M
American Funds Capital World Gr&Inc R2E
Price$75.07
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.97B
ERBAX vs RWBEX Comparison Chart in %
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ERBAX vs. RWBEX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 141B vs. ERBAX (460M). RWBEX pays higher dividends than ERBAX: RWBEX (1.00) vs ERBAX (0.52). 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: 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 : 10.27 vs. ERBAX (7.16). RWBEX return over 5 years is better than : 48.15 vs. ERBAX (19.86).
| 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 | 13.481 | 19.528 | 69% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 460M | 141B | 0% |
| Annual Yield % from dividends | 0.52 | 1.00 | 52% |
| Returns for 1 year | 7.16 | 10.27 | 70% |
| Returns for 3 years | 36.67 | 64.89 | 57% |
| Returns for 5 years | 19.86 | 48.15 | 41% |
| Returns for 10 years | 50.36 | 73.88 | 68% |
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