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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$19.51
Change+$0.10 (+0.52%)
VolumeN/A
Net Assets672.74M
American Funds Capital World Gr&Inc R5E
Price$71.43
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
ERBIX vs RWIHX Comparison Chart in %
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ERBIX vs. RWIHX commentary
Jul 07, 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: 136B vs. ERBIX (673M). RWIHX pays higher dividends than ERBIX: RWIHX (1.64) vs ERBIX (0.80). 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 : 9.57 vs. ERBIX (6.92). RWIHX return over 5 years is better than : 54.03 vs. ERBIX (25.59).
| 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 | 7.731 | 13.685 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 673M | 136B | 0% |
| Annual Yield % from dividends | 0.80 | 1.64 | 48% |
| Returns for 1 year | 6.92 | 9.57 | 72% |
| Returns for 3 years | 22.30 | 50.99 | 44% |
| Returns for 5 years | 25.59 | 54.03 | 47% |
| Returns for 10 years | 40.27 | N/A | - |
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