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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$18.89
Change+$0.13 (+0.69%)
VolumeN/A
Net Assets657.91M
American Funds Capital World Gr&Inc R5E
Price$69.05
Change+$0.49 (+0.71%)
VolumeN/A
Net Assets131.04B
ERBAX vs RWIHX Comparison Chart
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ERBAX vs. RWIHX 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 RWIHX is a Buy.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 131B vs. ERBAX (658M). RWIHX pays higher dividends than ERBAX: RWIHX (1.72) vs ERBAX (0.58). 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 : 6.53 vs. ERBAX (4.43). RWIHX return over 5 years is better than : 52.74 vs. ERBAX (24.26).
| 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 | 3.646 | 9.118 | 40% |
| 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 | 1.72 | 34% |
| Returns for 1 year | 4.43 | 6.53 | 68% |
| Returns for 3 years | 19.81 | 44.72 | 44% |
| Returns for 5 years | 24.26 | 52.74 | 46% |
| Returns for 10 years | 31.97 | N/A | - |
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