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ERBIX vs RWBEX
ERBIX vs RWBEX Comparison
Open Charts ERBIX vs RWBEX
Eaton Vance Equity Strategy I
Price$19.90
Change-$0.07 (-0.35%)
VolumeN/A
Net Assets633.99M
American Funds Capital World Gr&Inc R2E
Price$71.99
Change-$0.42 (-0.58%)
VolumeN/A
Net Assets137.09B
ERBIX vs RWBEX Comparison Chart in %
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ERBIX vs. RWBEX commentary
Aug 20, 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 Hold and RWBEX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 137B vs. ERBIX (634M). RWBEX pays higher dividends than ERBIX: RWBEX (1.06) vs ERBIX (0.79). ERBIX was incepted earlier than RWBEX: ERBIX (15 years) vs RWBEX (11 years). RWBEX (1.21) is less costly to investors than ERBIX (1.05). ERBIX is a more actively managed with annual turnover of: 35.00 vs. RWBEX (27.00). RWBEX has a lower initial minimum investment than ERBIX: RWBEX (250) vs ERBIX (1000000). RWBEX annual gain was more profitable for investors over the last year : 8.97 vs. ERBIX (7.37). RWBEX return over 5 years is better than : 44.11 vs. ERBIX (18.99).
| ERBIX | RWBEX | ERBIX / RWBEX | |
| Total Expense Ratio | 1.05 | 1.21 | 87% |
| Annual Report Gross Expense Ratio | 1.05 | 1.21 | 87% |
| Fund Existence | 15 years | 11 years | - |
| Gain YTD | 9.884 | 14.451 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 634M | 137B | 0% |
| Annual Yield % from dividends | 0.79 | 1.06 | 74% |
| Returns for 1 year | 7.37 | 8.97 | 82% |
| Returns for 3 years | 18.08 | 41.49 | 44% |
| Returns for 5 years | 18.99 | 44.11 | 43% |
| Returns for 10 years | 49.71 | 69.11 | 72% |
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