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ERBIX vs RWIHX
ERBIX vs RWIHX Comparison
Open Charts ERBIX vs RWIHX
Eaton Vance RBA Equity Strategy Fd Cl I
Price$18.80
Change-$0.24 (-1.26%)
VolumeN/A
Net Assets657.91M
American Funds Capital World Gr&Inc R5E
Price$68.56
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
ERBIX vs RWIHX Comparison Chart
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ERBIX vs. RWIHX commentary
Jun 15, 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 RWIHX is a Buy.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 131B vs. ERBIX (658M). RWIHX pays higher dividends than ERBIX: RWIHX (1.72) vs ERBIX (0.82). ERBIX was incepted earlier than RWIHX: ERBIX (15 years) vs RWIHX (10 years). ERBIX (1.05) is less costly to investors than RWIHX (0.56). ERBIX is a more actively managed with annual turnover of: 35.00 vs. RWIHX (27.00). RWIHX has a lower initial minimum investment than ERBIX: RWIHX (250) vs ERBIX (1000000). RWIHX annual gain was more profitable for investors over the last year : 6.53 vs. ERBIX (4.74). RWIHX return over 5 years is better than : 52.74 vs. ERBIX (25.36).
| ERBIX | RWIHX | ERBIX / RWIHX | |
| Total Expense Ratio | 1.05 | 0.56 | 188% |
| Annual Report Gross Expense Ratio | 1.05 | 0.56 | 188% |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | 3.810 | 9.118 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 658M | 131B | 1% |
| Annual Yield % from dividends | 0.82 | 1.72 | 48% |
| Returns for 1 year | 4.74 | 6.53 | 73% |
| Returns for 3 years | 20.51 | 44.72 | 46% |
| Returns for 5 years | 25.36 | 52.74 | 48% |
| Returns for 10 years | 33.35 | N/A | - |
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