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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$18.27
Change-$0.24 (-1.30%)
VolumeN/A
Net Assets657.91M
American Funds Capital World Gr&Inc R5E
Price$68.56
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
ERBCX vs RWIHX Comparison Chart
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ERBCX vs. RWIHX commentary
Jun 16, 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: 131B vs. ERBCX (658M). RWIHX pays higher dividends than ERBCX: RWIHX (1.72) 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 : 6.53 vs. ERBCX (4.22). RWIHX return over 5 years is better than : 52.74 vs. ERBCX (20.33).
| 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 | 3.279 | 9.118 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 658M | 131B | 1% |
| Annual Yield % from dividends | 0.00 | 1.72 | - |
| Returns for 1 year | 4.22 | 6.53 | 65% |
| Returns for 3 years | 17.55 | 44.72 | 39% |
| Returns for 5 years | 20.33 | 52.74 | 39% |
| Returns for 10 years | 26.04 | N/A | - |
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