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CWGCX vs ERBAX
CWGCX vs ERBAX Comparison
Open Charts CWGCX vs ERBAX
American Funds Capital World Gr&Inc C
Price$73.70
Change-$0.67 (-0.90%)
VolumeN/A
Net Assets139.93B
Eaton Vance Equity Strategy A
Price$20.44
Change-$0.18 (-0.87%)
VolumeN/A
Net Assets459.69M
CWGCX vs ERBAX Comparison Chart in %
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CWGCX vs. ERBAX commentary
Nov 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 Hold and ERBAX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 140B vs. ERBAX (460M). CWGCX pays higher dividends than ERBAX: CWGCX (0.75) vs ERBAX (0.51). CWGCX was incepted earlier than ERBAX: CWGCX (25 years) vs ERBAX (15 years). CWGCX (1.49) is less costly to investors than ERBAX (1.13). 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 : 11.28 vs. ERBAX (8.88). CWGCX return over 5 years is better than : 37.57 vs. ERBAX (16.39).
| CWGCX | ERBAX | CWGCX / ERBAX | |
| Total Expense Ratio | 1.49 | 1.12 | 133% |
| Annual Report Gross Expense Ratio | 1.49 | 1.13 | 132% |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | 18.112 | 13.923 | 130% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 460M | 30,435% |
| Annual Yield % from dividends | 0.75 | 0.51 | 147% |
| Returns for 1 year | 11.28 | 8.88 | 127% |
| Returns for 3 years | 47.52 | 27.06 | 176% |
| Returns for 5 years | 37.57 | 16.39 | 229% |
| Returns for 10 years | 68.97 | 46.93 | 147% |
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