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ERBCX vs RWIHX
ERBCX vs RWIHX Comparison
Open Charts ERBCX vs RWIHX
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 R5E
Price$71.43
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
ERBCX vs RWIHX Comparison Chart in %
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ERBCX vs. RWIHX 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 RWIHX is a Buy.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 136B vs. ERBCX (673M). RWIHX pays higher dividends than ERBCX: RWIHX (1.64) vs ERBCX (0.00). ERBCX was incepted earlier than RWIHX: ERBCX (15 years) vs RWIHX (10 years). ERBCX (2.05) is less costly to investors than RWIHX (0.56). ERBCX is a more actively managed with annual turnover of: 35.00 vs. RWIHX (27.00). RWIHX has a lower initial minimum investment than ERBCX: RWIHX (250) vs ERBCX (1000). RWIHX annual gain was more profitable for investors over the last year : 9.57 vs. ERBCX (5.86). RWIHX return over 5 years is better than : 54.03 vs. ERBCX (20.71).
| ERBCX | RWIHX | ERBCX / RWIHX | |
| Total Expense Ratio | 2.05 | 0.56 | 366% |
| Annual Report Gross Expense Ratio | 2.05 | 0.56 | 366% |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | 7.179 | 13.685 | 52% |
| 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 | 1.64 | - |
| Returns for 1 year | 5.86 | 9.57 | 61% |
| Returns for 3 years | 19.38 | 50.99 | 38% |
| Returns for 5 years | 20.71 | 54.03 | 38% |
| Returns for 10 years | 32.70 | N/A | - |
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