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CWGCX vs ERBAX
CWGCX vs ERBAX Comparison
Open Charts CWGCX vs ERBAX
American Funds Capital World Gr&Inc C
Price$64.28
Change+$0.11 (+0.17%)
VolumeN/A
Net Assets124.97B
Eaton Vance RBA Equity Strategy Fd Cl A
Price$17.97
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets629.26M
CWGCX vs ERBAX Comparison Chart
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CWGCX vs. ERBAX commentary
May 11, 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 Buy and ERBAX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 125B vs. ERBAX (629M). CWGCX pays higher dividends than ERBAX: CWGCX (0.92) vs ERBAX (0.61). CWGCX was incepted earlier than ERBAX: CWGCX (24 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). ERBAX annual gain was more profitable for investors over the last year : 2.00 vs. CWGCX (1.42). CWGCX return over 5 years is better than : 47.31 vs. ERBAX (22.96).
| CWGCX | ERBAX | CWGCX / ERBAX | |
| Total Expense Ratio | 1.49 | 1.30 | 115% |
| Annual Report Gross Expense Ratio | 1.49 | 1.30 | 115% |
| Fund Existence | 24 years | 15 years | - |
| Gain YTD | 2.583 | -0.718 | -360% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 629M | 19,873% |
| Annual Yield % from dividends | 0.92 | 0.61 | 152% |
| Returns for 1 year | 1.42 | 2.00 | 71% |
| Returns for 3 years | 28.22 | 9.60 | 294% |
| Returns for 5 years | 47.31 | 22.96 | 206% |
| Returns for 10 years | 38.31 | 24.98 | 153% |
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