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ERBIX vs RWIGX
ERBIX vs RWIGX Comparison
Open Charts ERBIX vs RWIGX
Eaton Vance Equity Strategy I
Price$20.47
Change+$0.12 (+0.59%)
VolumeN/A
Net Assets471.57M
American Funds Capital World Gr&Inc R6
Price$74.71
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets139.59B
ERBIX vs RWIGX Comparison Chart in %
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ERBIX vs. RWIGX 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 RWIGX is a Buy.
FUNDAMENTALS
Fundamentals
RWIGX has more cash in the bank: 140B vs. ERBIX (472M). RWIGX pays higher dividends than ERBIX: RWIGX (1.73) vs ERBIX (0.78). ERBIX was incepted earlier than RWIGX: ERBIX (15 years) vs RWIGX (16 years). ERBIX (1.05) is less costly to investors than RWIGX (0.41). ERBIX is a more actively managed with annual turnover of: 35.00 vs. RWIGX (27.00). RWIGX has a lower initial minimum investment than ERBIX: RWIGX (250) vs ERBIX (1000000). RWIGX annual gain was more profitable for investors over the last year : 9.82 vs. ERBIX (7.51). RWIGX return over 5 years is better than : 57.21 vs. ERBIX (25.79).
| ERBIX | RWIGX | ERBIX / RWIGX | |
| Total Expense Ratio | 1.05 | 0.41 | 256% |
| Annual Report Gross Expense Ratio | 1.05 | 0.41 | 256% |
| Fund Existence | 15 years | 16 years | - |
| Gain YTD | 13.031 | 19.154 | 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 | 1.73 | 45% |
| Returns for 1 year | 7.51 | 9.82 | 76% |
| Returns for 3 years | 39.34 | 71.53 | 55% |
| Returns for 5 years | 25.79 | 57.21 | 45% |
| Returns for 10 years | 60.99 | 92.76 | 66% |
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