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ERBIX vs FWCGX
ERBIX vs FWCGX Comparison
Open Charts ERBIX vs FWCGX
Eaton Vance RBA Equity Strategy Fd Cl I
Price$19.51
Change+$0.10 (+0.52%)
VolumeN/A
Net Assets672.74M
American Funds Capital World Gr&Inc529F3
Price$71.56
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
ERBIX vs FWCGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 136B vs. ERBIX (673M). FWCGX pays higher dividends than ERBIX: FWCGX (1.73) vs ERBIX (0.80). ERBIX was incepted earlier than FWCGX: ERBIX (15 years) vs FWCGX (5 years). ERBIX (1.05) is less costly to investors than FWCGX (0.47). ERBIX is a more actively managed with annual turnover of: 35.00 vs. FWCGX (27.00). FWCGX has a lower initial minimum investment than ERBIX: FWCGX (250) vs ERBIX (1000000). FWCGX annual gain was more profitable for investors over the last year : 9.68 vs. ERBIX (6.92).
| ERBIX | FWCGX | ERBIX / FWCGX | |
| Total Expense Ratio | 1.05 | 0.47 | 223% |
| Annual Report Gross Expense Ratio | 1.05 | 0.47 | 223% |
| Fund Existence | 15 years | 5 years | - |
| Gain YTD | 7.731 | 13.732 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 673M | 136B | 0% |
| Annual Yield % from dividends | 0.80 | 1.73 | 46% |
| Returns for 1 year | 6.92 | 9.68 | 72% |
| Returns for 3 years | 22.30 | 53.08 | 42% |
| Returns for 5 years | 25.59 | N/A | - |
| Returns for 10 years | 40.27 | N/A | - |
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