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ERBIX vs RWIFX
ERBIX vs RWIFX Comparison
Open Charts ERBIX vs RWIFX
Eaton Vance Equity Strategy I
Price$21.18
Change+$0.07 (+0.33%)
VolumeN/A
Net Assets477.81M
American Funds Capital World Gr&Inc R5
Price$77.41
Change+$0.54 (+0.70%)
VolumeN/A
Net Assets142.32B
ERBIX vs RWIFX Comparison Chart in %
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ERBIX vs. RWIFX commentary
Dec 04, 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: 142B vs. ERBIX (478M). RWIFX pays higher dividends than ERBIX: RWIFX (1.59) 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 : 12.97 vs. ERBIX (8.53). RWIFX return over 5 years is better than : 42.98 vs. ERBIX (17.20).
| 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 | 16.179 | 22.369 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 478M | 142B | 0% |
| Annual Yield % from dividends | 0.73 | 1.59 | 46% |
| Returns for 1 year | 8.53 | 12.97 | 66% |
| Returns for 3 years | 25.72 | 50.79 | 51% |
| Returns for 5 years | 17.20 | 42.98 | 40% |
| Returns for 10 years | 51.69 | 81.99 | 63% |
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