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ERBIX vs RWIFX
ERBIX vs RWIFX Comparison
Open Charts ERBIX vs RWIFX
Eaton Vance Equity Strategy I
Price$21.65
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets477.81M
American Funds Capital World Gr&Inc R5
Price$71.99
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
ERBIX vs RWIFX Comparison Chart in %
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ERBIX vs. RWIFX commentary
Dec 28, 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 Hold.
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: 56.00 vs. RWIFX (27.00). RWIFX has a lower initial minimum investment than ERBIX: RWIFX (250) vs ERBIX (1000000). ERBIX annual gain was more profitable for investors over the last year : 13.59 vs. RWIFX (12.66). RWIFX return over 5 years is better than : 32.78 vs. ERBIX (22.76).
| 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 | 19.547 | 14.720 | 133% |
| 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 | 13.59 | 12.66 | 107% |
| Returns for 3 years | 41.71 | 47.45 | 88% |
| Returns for 5 years | 22.76 | 32.78 | 69% |
| Returns for 10 years | 59.80 | 75.72 | 79% |
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