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ERBCX vs RWIFX
ERBCX vs RWIFX Comparison
Open Charts ERBCX vs RWIFX
Eaton Vance Equity Strategy C
Price$18.11
Change+$0.05 (+0.28%)
VolumeN/A
Net Assets455.95M
American Funds Capital World Gr&Inc R5
Price$74.30
Change+$0.11 (+0.15%)
VolumeN/A
Net Assets142.37B
ERBCX vs RWIFX Comparison Chart in %
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ERBCX vs. RWIFX commentary
Jan 16, 2026
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 Hold and RWIFX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 142B vs. ERBCX (456M). RWIFX pays higher dividends than ERBCX: RWIFX (1.78) vs ERBCX (0.00). ERBCX was incepted earlier than RWIFX: ERBCX (15 years) vs RWIFX (24 years). ERBCX (1.88) is less costly to investors than RWIFX (0.46). ERBCX is a more actively managed with annual turnover of: 56.00 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than ERBCX: RWIFX (250) vs ERBCX (1000). RWIFX annual gain was more profitable for investors over the last year : 18.09 vs. ERBCX (0.95). RWIFX return over 5 years is better than : 33.20 vs. ERBCX (-1.45).
| ERBCX | RWIFX | ERBCX / RWIFX | |
| Total Expense Ratio | 1.87 | 0.46 | 407% |
| Annual Report Gross Expense Ratio | 1.88 | 0.46 | 409% |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 2.432 | 3.902 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 456M | 142B | 0% |
| Annual Yield % from dividends | 0.00 | 1.78 | - |
| Returns for 1 year | 0.95 | 18.09 | 5% |
| Returns for 3 years | 14.61 | 45.07 | 32% |
| Returns for 5 years | -1.45 | 33.20 | -4% |
| Returns for 10 years | 40.97 | 102.36 | 40% |
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