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ERBIX vs RWIFX
ERBIX vs RWIFX Comparison
Open Charts ERBIX vs RWIFX
Eaton Vance Equity Strategy I
Price$18.83
Change-$1.91 (-9.21%)
VolumeN/A
Net Assets581.8M
American Funds Capital World Gr&Inc R5
Price$75.06
Change-$1.02 (-1.34%)
VolumeN/A
Net Assets142.37B
ERBIX vs RWIFX Comparison Chart in %
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ERBIX vs. RWIFX commentary
Feb 04, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 142B vs. ERBIX (582M). RWIFX pays higher dividends than ERBIX: RWIFX (1.70) vs ERBIX (1.01). 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: 56.00 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 : 16.61 vs. ERBIX (3.45). RWIFX return over 5 years is better than : 32.39 vs. ERBIX (3.26).
| 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 | 3.689 | 4.964 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 582M | 142B | 0% |
| Annual Yield % from dividends | 1.01 | 1.70 | 59% |
| Returns for 1 year | 3.45 | 16.61 | 21% |
| Returns for 3 years | 18.88 | 44.56 | 42% |
| Returns for 5 years | 3.26 | 32.39 | 10% |
| Returns for 10 years | 53.04 | 102.75 | 52% |
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