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ERBIX vs FWGIX
ERBIX vs FWGIX Comparison
Open Charts ERBIX vs FWGIX
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&Inc F3
Price$68.68
Change-$0.73 (-1.05%)
VolumeN/A
Net Assets131.04B
ERBIX vs FWGIX Comparison Chart
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ERBIX vs. FWGIX commentary
Jun 15, 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 ERBIX is a Buy and FWGIX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 131B vs. ERBIX (658M). FWGIX pays higher dividends than ERBIX: FWGIX (1.85) vs ERBIX (0.82). ERBIX was incepted earlier than FWGIX: ERBIX (15 years) vs FWGIX (8 years). ERBIX (1.05) is less costly to investors than FWGIX (0.41). ERBIX is a more actively managed with annual turnover of: 35.00 vs. FWGIX (27.00). ERBIX (1000000) and FWGIX (1000000) have matching initial minimum investment requirements. FWGIX annual gain was more profitable for investors over the last year : 6.71 vs. ERBIX (4.74). FWGIX return over 5 years is better than : 53.53 vs. ERBIX (25.36).
| ERBIX | FWGIX | ERBIX / FWGIX | |
| Total Expense Ratio | 1.05 | 0.41 | 256% |
| Annual Report Gross Expense Ratio | 1.05 | 0.41 | 256% |
| Fund Existence | 15 years | 8 years | - |
| Gain YTD | 3.810 | 9.196 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 658M | 131B | 1% |
| Annual Yield % from dividends | 0.82 | 1.85 | 45% |
| Returns for 1 year | 4.74 | 6.71 | 71% |
| Returns for 3 years | 20.51 | 45.29 | 45% |
| Returns for 5 years | 25.36 | 53.53 | 47% |
| Returns for 10 years | 33.35 | N/A | - |
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