Interact to see
Advertisement
Advertisement
ERBCX vs RWIFX
ERBCX vs RWIFX Comparison
Open Charts ERBCX vs RWIFX
Eaton Vance Equity Strategy C
Price$20.94
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets477.81M
American Funds Capital World Gr&Inc R5
Price$71.99
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
ERBCX vs RWIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ERBCX vs. RWIFX commentary
Dec 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 RWIFX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 142B vs. ERBCX (478M). RWIFX pays higher dividends than ERBCX: RWIFX (1.59) 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 (12.56) and ERBCX (12.35) have marching annual gain over last year. RWIFX return over 5 years is better than : 32.63 vs. ERBCX (17.17).
| 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 | 18.315 | 14.593 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 478M | 142B | 0% |
| Annual Yield % from dividends | 0.00 | 1.59 | - |
| Returns for 1 year | 12.35 | 12.56 | 98% |
| Returns for 3 years | 30.64 | 47.35 | 65% |
| Returns for 5 years | 17.17 | 32.63 | 53% |
| Returns for 10 years | 51.08 | 76.69 | 67% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| ASMH | 71.81 | 0.36 | +0.50% |
| ASML HOLDING NV ADRHEDGED ASMH | |||
| JOET | 42.83 | 0.17 | +0.39% |
| Virtus Terranova US Quality Momentum ETF | |||
| EMPB | 29.13 | 0.04 | +0.14% |
| Efficient Market Portfolio Plus ETF | |||
| IGRO | 83.11 | 0.02 | +0.02% |
| iShares International Dividend Gr ETF | |||
| AADR | 87.15 | N/A | N/A |
| AdvisorShares Dorsey Wright ADR ETF | |||