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ERBCX vs FCWGX
ERBCX vs FCWGX Comparison
Open Charts ERBCX vs FCWGX
Eaton Vance RBA Equity Strategy Fd Cl C
Price$18.27
Change-$0.24 (-1.30%)
VolumeN/A
Net Assets657.91M
American Funds Capital World Gr&Inc529F2
Price$68.71
Change-$0.73 (-1.05%)
VolumeN/A
Net Assets131.04B
ERBCX vs FCWGX Comparison Chart
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 131B vs. ERBCX (658M). FCWGX pays higher dividends than ERBCX: FCWGX (1.75) 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 : 6.60 vs. ERBCX (4.22).
| 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 | 3.279 | 9.138 | 36% |
| Front Load | N/A | 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 | 0.00 | 1.75 | - |
| Returns for 1 year | 4.22 | 6.60 | 64% |
| Returns for 3 years | 17.55 | 46.60 | 38% |
| Returns for 5 years | 20.33 | N/A | - |
| Returns for 10 years | 26.04 | N/A | - |
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