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ERBCX vs FWCGX
ERBCX vs FWCGX Comparison
Open Charts ERBCX vs FWCGX
Eaton Vance RBA Equity Strategy Fd Cl C
Price$19.40
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets633.99M
American Funds Capital World Gr&Inc529F3
Price$72.79
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
ERBCX vs FWCGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 137B vs. ERBCX (634M). FWCGX pays higher dividends than ERBCX: FWCGX (1.73) vs ERBCX (0.00). ERBCX was incepted earlier than FWCGX: ERBCX (15 years) vs FWCGX (5 years). ERBCX (2.05) is less costly to investors than FWCGX (0.47). ERBCX is a more actively managed with annual turnover of: 35.00 vs. FWCGX (27.00). FWCGX has a lower initial minimum investment than ERBCX: FWCGX (250) vs ERBCX (1000). FWCGX annual gain was more profitable for investors over the last year : 11.76 vs. ERBCX (8.26).
| ERBCX | FWCGX | ERBCX / FWCGX | |
| Total Expense Ratio | 2.05 | 0.47 | 436% |
| Annual Report Gross Expense Ratio | 2.05 | 0.47 | 436% |
| Fund Existence | 15 years | 5 years | - |
| Gain YTD | 9.666 | 15.687 | 62% |
| Front Load | N/A | 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 | 0.00 | 1.73 | - |
| Returns for 1 year | 8.26 | 11.76 | 70% |
| Returns for 3 years | 13.92 | 43.95 | 32% |
| Returns for 5 years | 15.37 | N/A | - |
| Returns for 10 years | 34.38 | N/A | - |
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