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CWGCX vs ERBAX
CWGCX vs ERBAX Comparison
Open Charts CWGCX vs ERBAX
American Funds Capital World Gr&Inc C
Price$65.45
Change+$0.54 (+0.83%)
VolumeN/A
Net Assets128.02B
Eaton Vance Richard Bernstein Eq Strat A
Price$18.65
Change+$0.13 (+0.70%)
VolumeN/A
Net Assets688.18M
CWGCX vs ERBAX Comparison Chart
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CWGCX vs. ERBAX commentary
Jan 31, 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 CWGCX is a StrongBuy and ERBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 128B vs. ERBAX (688M). 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 : 14.64 vs. CWGCX (10.67). CWGCX return over 5 years is better than : 33.00 vs. ERBAX (16.77).
| 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 | 4.319 | 2.320 | 186% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 688M | 18,605% |
| Annual Yield % from dividends | 1.04 | 1.02 | 103% |
| Returns for 1 year | 10.67 | 14.64 | 73% |
| Returns for 3 years | 11.58 | 0.43 | 2,720% |
| Returns for 5 years | 33.00 | 16.77 | 197% |
| Returns for 10 years | 46.55 | 34.63 | 134% |
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