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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$18.80
Change-$0.24 (-1.26%)
VolumeN/A
Net Assets657.91M
American Funds Capital World Gr&Inc R2E
Price$68.44
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
ERBIX vs RWBEX Comparison Chart
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ERBIX vs. RWBEX 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 RWBEX is a Buy.
FUNDAMENTALS
Fundamentals
RWBEX has more cash in the bank: 131B vs. ERBIX (658M). RWBEX pays higher dividends than ERBIX: RWBEX (1.11) vs ERBIX (0.82). 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 : 5.84 vs. ERBIX (4.74). RWBEX return over 5 years is better than : 49.52 vs. ERBIX (25.36).
| 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 | 3.810 | 8.807 | 43% |
| 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 | 1.11 | 74% |
| Returns for 1 year | 4.74 | 5.84 | 81% |
| Returns for 3 years | 20.51 | 42.36 | 48% |
| Returns for 5 years | 25.36 | 49.52 | 51% |
| Returns for 10 years | 33.35 | 49.42 | 67% |
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