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CWGCX vs ERBAX
CWGCX vs ERBAX Comparison
Open Charts CWGCX vs ERBAX
American Funds Capital World Gr&Inc C
Price$73.46
Change-$0.51 (-0.69%)
VolumeN/A
Net Assets140.58B
Eaton Vance Equity Strategy A
Price$20.31
Change-$0.12 (-0.59%)
VolumeN/A
Net Assets471.57M
CWGCX vs ERBAX Comparison Chart in %
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CWGCX vs. ERBAX commentary
Sep 27, 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 Hold and ERBAX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 141B vs. ERBAX (472M). CWGCX pays higher dividends than ERBAX: CWGCX (0.82) vs ERBAX (0.54). CWGCX was incepted earlier than ERBAX: CWGCX (25 years) vs ERBAX (15 years). CWGCX (1.49) is less costly to investors than ERBAX (1.30). 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 : 9.51 vs. ERBAX (8.33). CWGCX return over 5 years is better than : 50.15 vs. ERBAX (24.85).
| CWGCX | ERBAX | CWGCX / ERBAX | |
| Total Expense Ratio | 1.49 | 1.30 | 115% |
| Annual Report Gross Expense Ratio | 1.49 | 1.30 | 115% |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | 17.727 | 12.873 | 138% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 472M | 29,873% |
| Annual Yield % from dividends | 0.82 | 0.54 | 151% |
| Returns for 1 year | 9.51 | 8.33 | 114% |
| Returns for 3 years | 65.29 | 38.20 | 171% |
| Returns for 5 years | 50.15 | 24.85 | 202% |
| Returns for 10 years | 83.97 | 58.91 | 143% |
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