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ERBCX vs RWBEX
ERBCX vs RWBEX Comparison
Open Charts ERBCX vs RWBEX
Eaton Vance RBA Equity Strategy Fd Cl C
Price$18.96
Change+$0.10 (+0.53%)
VolumeN/A
Net Assets672.74M
American Funds Capital World Gr&Inc R2E
Price$71.27
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
ERBCX vs RWBEX Comparison Chart in %
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ERBCX vs. RWBEX commentary
Jul 07, 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 RWBEX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 136B vs. ERBCX (673M). RWBEX pays higher dividends than ERBCX: RWBEX (1.06) vs ERBCX (0.00). ERBCX was incepted earlier than RWBEX: ERBCX (15 years) vs RWBEX (11 years). ERBCX (2.05) is less costly to investors than RWBEX (1.21). ERBCX is a more actively managed with annual turnover of: 35.00 vs. RWBEX (27.00). RWBEX has a lower initial minimum investment than ERBCX: RWBEX (250) vs ERBCX (1000). RWBEX annual gain was more profitable for investors over the last year : 8.84 vs. ERBCX (5.86). RWBEX return over 5 years is better than : 50.51 vs. ERBCX (20.71).
| ERBCX | RWBEX | ERBCX / RWBEX | |
| Total Expense Ratio | 2.05 | 1.21 | 169% |
| Annual Report Gross Expense Ratio | 2.05 | 1.21 | 169% |
| Fund Existence | 15 years | 11 years | - |
| Gain YTD | 7.179 | 13.307 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 673M | 136B | 0% |
| Annual Yield % from dividends | 0.00 | 1.06 | - |
| Returns for 1 year | 5.86 | 8.84 | 66% |
| Returns for 3 years | 19.38 | 48.49 | 40% |
| Returns for 5 years | 20.71 | 50.51 | 41% |
| Returns for 10 years | 32.70 | 59.94 | 55% |
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