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ERBIX vs RWIFX
ERBIX vs RWIFX Comparison
Open Charts ERBIX vs RWIFX
Eaton Vance Equity Strategy I
Price$20.93
Change-$0.30 (-1.41%)
VolumeN/A
Net Assets459.69M
American Funds Capital World Gr&Inc R5
Price$76.25
Change-$1.40 (-1.80%)
VolumeN/A
Net Assets144.09B
ERBIX vs RWIFX Comparison Chart in %
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ERBIX vs. RWIFX commentary
Nov 14, 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 RWIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 144B vs. ERBIX (460M). RWIFX pays higher dividends than ERBIX: RWIFX (1.60) vs ERBIX (0.73). ERBIX was incepted earlier than RWIFX: ERBIX (15 years) vs RWIFX (24 years). ERBIX (0.88) is less costly to investors than RWIFX (0.46). ERBIX is a more actively managed with annual turnover of: 35.00 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than ERBIX: RWIFX (250) vs ERBIX (1000000). RWIFX annual gain was more profitable for investors over the last year : 15.39 vs. ERBIX (10.58). RWIFX return over 5 years is better than : 49.55 vs. ERBIX (20.84).
| ERBIX | RWIFX | ERBIX / RWIFX | |
| Total Expense Ratio | 0.87 | 0.46 | 189% |
| Annual Report Gross Expense Ratio | 0.88 | 0.46 | 191% |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 17.228 | 23.740 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 460M | 144B | 0% |
| Annual Yield % from dividends | 0.73 | 1.60 | 46% |
| Returns for 1 year | 10.58 | 15.39 | 69% |
| Returns for 3 years | 30.99 | 57.49 | 54% |
| Returns for 5 years | 20.84 | 49.55 | 42% |
| Returns for 10 years | 56.26 | 88.26 | 64% |
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