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CWGCX vs ERBAX
CWGCX vs ERBAX Comparison
Open Charts CWGCX vs ERBAX
American Funds Capital World Gr&Inc C
Price$67.87
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
Eaton Vance RBA Equity Strategy Fd Cl A
Price$18.76
Change-$0.24 (-1.26%)
VolumeN/A
Net Assets657.91M
CWGCX vs ERBAX Comparison Chart
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CWGCX vs. ERBAX commentary
Jun 15, 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: 131B vs. ERBAX (658M). CWGCX pays higher dividends than ERBAX: CWGCX (0.87) vs ERBAX (0.58). 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). CWGCX annual gain was more profitable for investors over the last year : 5.50 vs. ERBAX (4.43). CWGCX return over 5 years is better than : 48.05 vs. ERBAX (24.26).
| 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 | 8.682 | 3.646 | 238% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 658M | 19,909% |
| Annual Yield % from dividends | 0.87 | 0.58 | 151% |
| Returns for 1 year | 5.50 | 4.43 | 124% |
| Returns for 3 years | 41.27 | 19.81 | 208% |
| Returns for 5 years | 48.05 | 24.26 | 198% |
| Returns for 10 years | 48.20 | 31.97 | 151% |
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