Ad is loading...
CWGCX vs ERBAX
CWGCX vs ERBAX Comparison
Open Charts CWGCX vs ERBAX
American Funds Capital World Gr&Inc C
Price$60.21
Change+$0.11 (+0.18%)
VolumeN/A
Net Assets117.37B
Eaton Vance RBA Equity Strategy Fd Cl A
Price$16.87
Change+$0.07 (+0.42%)
VolumeN/A
Net Assets650.12M
CWGCX vs ERBAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWGCX vs. ERBAX commentary
Apr 19, 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 Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 117B vs. ERBAX (650M). CWGCX pays higher dividends than ERBAX: CWGCX (0.93) 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 : 0.65 vs. CWGCX (-1.68). CWGCX return over 5 years is better than : 40.10 vs. ERBAX (16.34).
| 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 | -3.913 | -7.182 | 54% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 650M | 18,000% |
| Annual Yield % from dividends | 0.93 | 0.61 | 153% |
| Returns for 1 year | -1.68 | 0.65 | -260% |
| Returns for 3 years | 9.07 | -5.47 | -166% |
| Returns for 5 years | 40.10 | 16.34 | 245% |
| Returns for 10 years | 29.50 | 15.84 | 186% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers