Interact to see
Advertisement
Advertisement
ERBAX vs RWIHX
ERBAX vs RWIHX Comparison
Open Charts ERBAX vs RWIHX
Eaton Vance Equity Strategy A
Price$20.43
Change+$0.12 (+0.59%)
VolumeN/A
Net Assets471.57M
American Funds Capital World Gr&Inc R5E
Price$74.55
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets140.16B
ERBAX vs RWIHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ERBAX vs. RWIHX 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 RWIHX is a Buy.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 140B vs. ERBAX (472M). RWIHX pays higher dividends than ERBAX: RWIHX (1.61) vs ERBAX (0.54). ERBAX was incepted earlier than RWIHX: ERBAX (15 years) vs RWIHX (10 years). ERBAX (1.30) is less costly to investors than RWIHX (0.56). ERBAX is a more actively managed with annual turnover of: 35.00 vs. RWIHX (27.00). RWIHX has a lower initial minimum investment than ERBAX: RWIHX (250) vs ERBAX (1000). RWIHX annual gain was more profitable for investors over the last year : 9.64 vs. ERBAX (7.31). RWIHX return over 5 years is better than : 56.31 vs. ERBAX (24.85).
| ERBAX | RWIHX | ERBAX / RWIHX | |
| Total Expense Ratio | 1.30 | 0.56 | 232% |
| Annual Report Gross Expense Ratio | 1.30 | 0.56 | 232% |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | 12.873 | 19.017 | 68% |
| 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 | 1.61 | 34% |
| Returns for 1 year | 7.31 | 9.64 | 76% |
| Returns for 3 years | 38.76 | 70.79 | 55% |
| Returns for 5 years | 24.85 | 56.31 | 44% |
| Returns for 10 years | 59.38 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| GUNR | 43.86 | 0.30 | +0.69% |
| FlexShares Mstar Glbl Upstrm Nat Res ETF | |||
| GOOX | 45.76 | 0.31 | +0.68% |
| T-Rex 2X Long Alphabet Daily Target ETF | |||
| MAMB | 23.57 | 0.02 | +0.10% |
| Monarch Ambassador Income ETF | |||
| PMMR | 25.77 | N/A | N/A |
| PGIM S&P 500 Max Buffer ETF - March | |||
| BOIL | 27.31 | -0.51 | -1.83% |
| ProShares Ultra Bloomberg Natural Gas | |||