Interact to see
Advertisement
Advertisement
ERBIX vs FCWGX
ERBIX vs FCWGX Comparison
Open Charts ERBIX vs FCWGX
Eaton Vance RBA Equity Strategy Fd Cl I
Price$18.80
Change-$0.24 (-1.26%)
VolumeN/A
Net Assets657.91M
American Funds Capital World Gr&Inc529F2
Price$68.71
Change-$0.73 (-1.05%)
VolumeN/A
Net Assets131.04B
ERBIX vs FCWGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FCWGX has more cash in the bank: 131B vs. ERBIX (658M). FCWGX pays higher dividends than ERBIX: FCWGX (1.75) vs ERBIX (0.82). 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 : 6.60 vs. ERBIX (4.74).
| ERBIX | FCWGX | ERBIX / FCWGX | |
| Total Expense Ratio | 1.05 | 0.52 | 202% |
| Annual Report Gross Expense Ratio | 1.05 | 0.52 | 202% |
| Fund Existence | 15 years | 5 years | - |
| Gain YTD | 3.810 | 9.138 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 658M | 131B | 1% |
| Annual Yield % from dividends | 0.82 | 1.75 | 47% |
| Returns for 1 year | 4.74 | 6.60 | 72% |
| Returns for 3 years | 20.51 | 46.60 | 44% |
| Returns for 5 years | 25.36 | N/A | - |
| Returns for 10 years | 33.35 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement