Interact to see
Advertisement
Advertisement
ERBCX vs FCWGX
ERBCX vs FCWGX Comparison
Open Charts ERBCX vs FCWGX
Eaton Vance Equity Strategy C
Price$19.40
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets633.99M
American Funds Capital World Gr&Inc529F2
Price$72.93
Change+$0.53 (+0.73%)
VolumeN/A
Net Assets137.57B
ERBCX vs FCWGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 138B vs. ERBCX (634M). FCWGX pays higher dividends than ERBCX: FCWGX (1.64) vs ERBCX (0.00). ERBCX was incepted earlier than FCWGX: ERBCX (15 years) vs FCWGX (5 years). ERBCX (2.05) is less costly to investors than FCWGX (0.52). ERBCX is a more actively managed with annual turnover of: 35.00 vs. FCWGX (27.00). FCWGX has a lower initial minimum investment than ERBCX: FCWGX (250) vs ERBCX (1000). FCWGX annual gain was more profitable for investors over the last year : 13.46 vs. ERBCX (8.93).
| ERBCX | FCWGX | ERBCX / FCWGX | |
| Total Expense Ratio | 2.05 | 0.52 | 394% |
| Annual Report Gross Expense Ratio | 2.05 | 0.52 | 394% |
| Fund Existence | 15 years | 5 years | - |
| Gain YTD | 9.666 | 16.381 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 634M | 138B | 0% |
| Annual Yield % from dividends | 0.00 | 1.64 | - |
| Returns for 1 year | 8.93 | 13.46 | 66% |
| Returns for 3 years | 23.55 | 56.86 | 41% |
| Returns for 5 years | 14.30 | N/A | - |
| Returns for 10 years | 43.30 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers