ERBCX
Price
$19.29
Change
+$0.05 (+0.26%)
Updated
Jul 25 closing price
Net Assets
672.74M
FWGIX
Price
$72.48
Change
+$0.04 (+0.06%)
Updated
Jul 25 closing price
Net Assets
137.34B
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ERBCX vs FWGIX

Header iconERBCX vs FWGIX Comparison
Open Charts ERBCX vs FWGIXBanner chart's image
Eaton Vance RBA Equity Strategy Fd Cl C
Price$19.29
Change+$0.05 (+0.26%)
VolumeN/A
Net Assets672.74M
American Funds Capital World Gr&Inc F3
Price$72.48
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
ERBCX vs FWGIX Comparison Chart in %
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ERBCX vs. FWGIX 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 ERBCX is a Buy and FWGIX is a Buy.

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FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 137B vs. ERBCX (673M). FWGIX pays higher dividends than ERBCX: FWGIX (1.77) vs ERBCX (0.00). ERBCX was incepted earlier than FWGIX: ERBCX (15 years) vs FWGIX (9 years). ERBCX (2.05) is less costly to investors than FWGIX (0.41). ERBCX is a more actively managed with annual turnover of: 35.00 vs. FWGIX (27.00). ERBCX has a lower initial minimum investment than FWGIX: ERBCX (1000) vs FWGIX (1000000). FWGIX annual gain was more profitable for investors over the last year : 14.19 vs. ERBCX (9.23). FWGIX return over 5 years is better than : 53.11 vs. ERBCX (18.77).
ERBCXFWGIXERBCX / FWGIX
Total Expense Ratio2.050.41500%
Annual Report Gross Expense Ratio2.050.41500%
Fund Existence15 years9 years-
Gain YTD9.04515.23759%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets673M137B0%
Annual Yield % from dividends0.001.77-
Returns for 1 year9.2314.1965%
Returns for 3 years20.4052.3539%
Returns for 5 years18.7753.1135%
Returns for 10 years33.53N/A-
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