ERBIX
Price
$19.86
Change
+$0.05 (+0.25%)
Updated
Jul 25 closing price
Net Assets
672.74M
FCWGX
Price
$72.50
Change
+$0.04 (+0.06%)
Updated
Jul 25 closing price
Net Assets
137.34B
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ERBIX vs FCWGX

Header iconERBIX vs FCWGX Comparison
Open Charts ERBIX vs FCWGXBanner chart's image
Eaton Vance RBA Equity Strategy Fd Cl I
Price$19.86
Change+$0.05 (+0.25%)
VolumeN/A
Net Assets672.74M
American Funds Capital World Gr&Inc529F2
Price$72.50
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.34B
ERBIX vs FCWGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 137B vs. ERBIX (673M). FCWGX pays higher dividends than ERBIX: FCWGX (1.68) vs ERBIX (0.80). ERBIX was incepted earlier than FCWGX: ERBIX (15 years) vs FCWGX (5 years). ERBIX (1.05) is less costly to investors than FCWGX (0.52). ERBIX is a more actively managed with annual turnover of: 35.00 vs. FCWGX (27.00). FCWGX has a lower initial minimum investment than ERBIX: FCWGX (250) vs ERBIX (1000000). FCWGX annual gain was more profitable for investors over the last year : 14.07 vs. ERBIX (10.34).
ERBIXFCWGXERBIX / FCWGX
Total Expense Ratio1.050.52202%
Annual Report Gross Expense Ratio1.050.52202%
Fund Existence15 years5 years-
Gain YTD9.66315.15864%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets673M137B0%
Annual Yield % from dividends0.801.6847%
Returns for 1 year10.3414.0773%
Returns for 3 years23.3553.7043%
Returns for 5 years23.57N/A-
Returns for 10 years41.16N/A-
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