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ERBCX vs RWIFX
ERBCX vs RWIFX Comparison
Open Charts ERBCX vs RWIFX
Eaton Vance Equity Strategy C
Price$20.16
Change+$0.21 (+1.05%)
VolumeN/A
Net Assets460.16M
American Funds Capital World Gr&Inc R5
Price$76.26
Change+$0.80 (+1.06%)
VolumeN/A
Net Assets140.77B
ERBCX vs RWIFX Comparison Chart in %
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ERBCX vs. RWIFX commentary
Oct 21, 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 Hold and RWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 141B vs. ERBCX (460M). RWIFX pays higher dividends than ERBCX: RWIFX (1.64) vs ERBCX (0.00). ERBCX was incepted earlier than RWIFX: ERBCX (15 years) vs RWIFX (23 years). ERBCX (1.88) is less costly to investors than RWIFX (0.46). ERBCX is a more actively managed with annual turnover of: 35.00 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 : 11.13 vs. ERBCX (6.34). RWIFX return over 5 years is better than : 52.48 vs. ERBCX (16.05).
| 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 | 23 years | - |
| Gain YTD | 12.776 | 20.250 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 460M | 141B | 0% |
| Annual Yield % from dividends | 0.00 | 1.64 | - |
| Returns for 1 year | 6.34 | 11.13 | 57% |
| Returns for 3 years | 34.03 | 68.41 | 50% |
| Returns for 5 years | 16.05 | 52.48 | 31% |
| Returns for 10 years | 43.70 | 79.35 | 55% |
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