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ERBIX vs RWIFX
ERBIX vs RWIFX Comparison
Open Charts ERBIX vs RWIFX
Eaton Vance Equity Strategy I
Price$20.47
Change+$0.12 (+0.59%)
VolumeN/A
Net Assets471.57M
American Funds Capital World Gr&Inc R5
Price$74.75
Change+$0.32 (+0.43%)
VolumeN/A
Net Assets139.59B
ERBIX vs RWIFX Comparison Chart in %
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ERBIX vs. RWIFX commentary
Sep 27, 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 Hold and RWIFX is a Buy.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 140B vs. ERBIX (472M). RWIFX pays higher dividends than ERBIX: RWIFX (1.69) vs ERBIX (0.78). ERBIX was incepted earlier than RWIFX: ERBIX (15 years) vs RWIFX (23 years). ERBIX (1.05) 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 : 9.77 vs. ERBIX (7.51). RWIFX return over 5 years is better than : 56.94 vs. ERBIX (25.79).
| ERBIX | RWIFX | ERBIX / RWIFX | |
| Total Expense Ratio | 1.05 | 0.46 | 228% |
| Annual Report Gross Expense Ratio | 1.05 | 0.46 | 228% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 13.031 | 19.119 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 472M | 140B | 0% |
| Annual Yield % from dividends | 0.78 | 1.69 | 46% |
| Returns for 1 year | 7.51 | 9.77 | 77% |
| Returns for 3 years | 39.34 | 71.31 | 55% |
| Returns for 5 years | 25.79 | 56.94 | 45% |
| Returns for 10 years | 60.99 | 92.50 | 66% |
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