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CWGCX vs ERBAX
CWGCX vs ERBAX Comparison
Open Charts CWGCX vs ERBAX
American Funds Capital World Gr&Inc C
Price$64.64
Change-$4.55 (-6.58%)
VolumeN/A
CapitalizationN/A
Eaton Vance Richard Bernstein Eq Strat A
Price$19.33
Change-$0.12 (-0.62%)
VolumeN/A
CapitalizationN/A
CWGCX vs ERBAX Comparison Chart
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CWGCX vs. ERBAX commentary
Dec 18, 2024
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 CWGCX is a Buy and ERBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 130B vs. ERBAX (726M). CWGCX (1.04) and ERBAX (1.02) have matching dividends . CWGCX was incepted earlier than ERBAX: CWGCX (24 years) vs ERBAX (14 years). ERBAX is a more actively managed with annual turnover of: 35.00 vs. CWGCX (27.00). CWGCX has a lower initial minimum investment than ERBAX: CWGCX (250) vs ERBAX (1000). ERBAX annual gain was more profitable for investors over the last year : 12.22 vs. CWGCX (11.39). CWGCX return over 5 years is better than : 29.79 vs. ERBAX (22.89).
| CWGCX | ERBAX | CWGCX / ERBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 9.830 | 18.670 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 726M | 17,906% |
| Annual Yield % from dividends | 1.04 | 1.02 | 103% |
| Returns for 1 year | 11.39 | 12.22 | 93% |
| Returns for 3 years | 8.48 | 4.46 | 190% |
| Returns for 5 years | 29.79 | 22.89 | 130% |
| Returns for 10 years | 44.61 | 37.69 | 118% |