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ERBIX vs RWBEX
ERBIX vs RWBEX Comparison
Open Charts ERBIX vs RWBEX
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&Inc R2E
Price$71.27
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
ERBIX vs RWBEX Comparison Chart in %
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ERBIX vs. RWBEX commentary
Jul 07, 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 RWBEX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 136B vs. ERBIX (673M). RWBEX pays higher dividends than ERBIX: RWBEX (1.06) vs ERBIX (0.80). 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 : 8.84 vs. ERBIX (6.92). RWBEX return over 5 years is better than : 50.51 vs. ERBIX (25.59).
| 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 | 7.731 | 13.307 | 58% |
| 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 | 1.06 | 75% |
| Returns for 1 year | 6.92 | 8.84 | 78% |
| Returns for 3 years | 22.30 | 48.49 | 46% |
| Returns for 5 years | 25.59 | 50.51 | 51% |
| Returns for 10 years | 40.27 | 59.94 | 67% |
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