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ERBIX vs RWIHX
ERBIX vs RWIHX Comparison
Open Charts ERBIX vs RWIHX
Eaton Vance Equity Strategy I
Price$19.90
Change-$0.07 (-0.35%)
VolumeN/A
Net Assets633.99M
American Funds Capital World Gr&Inc R5E
Price$72.20
Change-$0.43 (-0.59%)
VolumeN/A
Net Assets137.09B
ERBIX vs RWIHX Comparison Chart in %
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ERBIX vs. RWIHX commentary
Aug 20, 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 RWIHX is a Buy.
FUNDAMENTALS
Fundamentals
RWIHX has more cash in the bank: 137B vs. ERBIX (634M). RWIHX pays higher dividends than ERBIX: RWIHX (1.64) vs ERBIX (0.79). 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 : 9.68 vs. ERBIX (7.37). RWIHX return over 5 years is better than : 47.46 vs. ERBIX (18.99).
| 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 | 9.884 | 14.911 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 634M | 137B | 0% |
| Annual Yield % from dividends | 0.79 | 1.64 | 48% |
| Returns for 1 year | 7.37 | 9.68 | 76% |
| Returns for 3 years | 18.08 | 43.85 | 41% |
| Returns for 5 years | 18.99 | 47.46 | 40% |
| Returns for 10 years | 49.71 | N/A | - |
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