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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$18.80
Change-$0.24 (-1.26%)
VolumeN/A
Net Assets657.91M
American Funds Capital World Gr&Inc529F3
Price$68.68
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
ERBIX vs FWCGX Comparison Chart
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FUNDAMENTALS
Fundamentals
FWCGX has more cash in the bank: 131B vs. ERBIX (658M). FWCGX pays higher dividends than ERBIX: FWCGX (1.81) vs ERBIX (0.82). 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 : 6.64 vs. ERBIX (4.74).
| 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 | 3.810 | 9.155 | 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 | 1.81 | 46% |
| Returns for 1 year | 4.74 | 6.64 | 71% |
| Returns for 3 years | 20.51 | 46.75 | 44% |
| Returns for 5 years | 25.36 | N/A | - |
| Returns for 10 years | 33.35 | N/A | - |
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