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ERBAX vs RWIHX
ERBAX vs RWIHX Comparison
Open Charts ERBAX vs RWIHX
Eaton Vance RBA Equity Strategy Fd Cl A
Price$19.94
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets633.99M
American Funds Capital World Gr&Inc R5E
Price$72.65
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
ERBAX vs RWIHX Comparison Chart in %
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ERBAX vs. RWIHX commentary
Aug 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 Buy and RWIHX is a Buy.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 137B vs. ERBAX (634M). RWIHX pays higher dividends than ERBAX: RWIHX (1.64) vs ERBAX (0.55). 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 : 11.66 vs. ERBAX (9.06). RWIHX return over 5 years is better than : 48.57 vs. ERBAX (19.11).
| 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 | 10.166 | 15.627 | 65% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 634M | 137B | 0% |
| Annual Yield % from dividends | 0.55 | 1.64 | 34% |
| Returns for 1 year | 9.06 | 11.66 | 78% |
| Returns for 3 years | 16.18 | 41.97 | 39% |
| Returns for 5 years | 19.11 | 48.57 | 39% |
| Returns for 10 years | 40.64 | N/A | - |
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