Ad is loading...
CWGCX vs ERBAX
CWGCX vs ERBAX Comparison
Open Charts CWGCX vs ERBAX
American Funds Capital World Gr&Inc C
Price$65.25
Change+$1.26 (+1.97%)
VolumeN/A
Net Assets125.54B
Eaton Vance RBA Equity Strategy Fd Cl A
Price$18.19
Change+$0.26 (+1.45%)
VolumeN/A
Net Assets681.3M
CWGCX vs ERBAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWGCX vs. ERBAX commentary
Mar 06, 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 StrongBuy and ERBAX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 126B vs. ERBAX (681M). 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). ERBAX annual gain was more profitable for investors over the last year : 6.59 vs. CWGCX (5.88). CWGCX return over 5 years is better than : 42.39 vs. ERBAX (17.93).
| 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 | 4.001 | -0.939 | -426% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126B | 681M | 18,502% |
| Annual Yield % from dividends | 1.04 | 1.02 | 103% |
| Returns for 1 year | 5.88 | 6.59 | 89% |
| Returns for 3 years | 19.38 | 2.01 | 962% |
| Returns for 5 years | 42.39 | 17.93 | 236% |
| Returns for 10 years | 43.88 | 26.64 | 165% |
View a ticker or compare two or three
VS
VS
Ad is loading...