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CWGCX vs ERBAX
CWGCX vs ERBAX Comparison
Open Charts CWGCX vs ERBAX
American Funds Capital World Gr&Inc C
Price$66.36
Change-$0.70 (-1.04%)
VolumeN/A
CapitalizationN/A
Eaton Vance Richard Bernstein Eq Strat A
Price$18.97
Change-$0.18 (-0.94%)
VolumeN/A
CapitalizationN/A
CWGCX vs ERBAX Comparison Chart
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CWGCX vs. ERBAX commentary
Nov 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 Sell and ERBAX is a StrongSell.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 125B vs. ERBAX (704M). 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). CWGCX annual gain was more profitable for investors over the last year : 18.22 vs. ERBAX (13.80). CWGCX return over 5 years is better than : 36.04 vs. ERBAX (14.21).
| 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 | 12.381 | 15.741 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 704M | 17,756% |
| Annual Yield % from dividends | 1.04 | 1.02 | 103% |
| Returns for 1 year | 18.22 | 13.80 | 132% |
| Returns for 3 years | 1.67 | -10.41 | -16% |
| Returns for 5 years | 36.04 | 14.21 | 254% |
| Returns for 10 years | 46.10 | 33.20 | 139% |