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CWGCX vs ERBAX
CWGCX vs ERBAX Comparison
Open Charts CWGCX vs ERBAX
American Funds Capital World Gr&Inc C
Price$67.06
Change-$0.16 (-0.24%)
VolumeN/A
CapitalizationN/A
Eaton Vance Richard Bernstein Eq Strat A
Price$18.88
Change-$0.08 (-0.42%)
VolumeN/A
CapitalizationN/A
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CWGCX vs ERBAX Comparison Chart
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CWGCX vs. ERBAX commentary
Sep 21, 2024
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 StrongBuy and ERBAX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 128B vs. ERBAX (722M). CWGCX (1.04) and ERBAX (1.02) have matching dividends . CWGCX was incepted earlier than ERBAX: CWGCX (24 years) vs ERBAX (14 years). 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 : 23.77 vs. ERBAX (16.15). CWGCX return over 5 years is better than : 42.84 vs. ERBAX (17.49).
| CWGCX | ERBAX | CWGCX / ERBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 13.567 | 15.680 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 722M | 17,729% |
| Annual Yield % from dividends | 1.04 | 1.02 | 103% |
| Returns for 1 year | 23.77 | 16.15 | 147% |
| Returns for 3 years | 7.42 | -5.10 | -145% |
| Returns for 5 years | 42.84 | 17.49 | 245% |
| Returns for 10 years | 49.33 | 34.87 | 141% |