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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$19.82
Change+$0.05 (+0.25%)
VolumeN/A
Net Assets672.74M
American Funds Capital World Gr&Inc R5E
Price$72.34
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
ERBAX vs RWIHX Comparison Chart in %
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ERBAX vs. RWIHX 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 RWIHX is a Buy.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 137B vs. ERBAX (673M). RWIHX pays higher dividends than ERBAX: RWIHX (1.64) vs ERBAX (0.56). 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 : 14.00 vs. ERBAX (10.02). RWIHX return over 5 years is better than : 52.28 vs. ERBAX (22.64).
| 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 | 9.503 | 15.134 | 63% |
| 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 | 1.64 | 34% |
| Returns for 1 year | 10.02 | 14.00 | 72% |
| Returns for 3 years | 22.80 | 51.75 | 44% |
| Returns for 5 years | 22.64 | 52.28 | 43% |
| Returns for 10 years | 39.70 | N/A | - |
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