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CWGCX vs ERBAX
CWGCX vs ERBAX Comparison
Open Charts CWGCX vs ERBAX
American Funds Capital World Gr&Inc C
Price$71.80
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
Eaton Vance RBA Equity Strategy Fd Cl A
Price$19.94
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets633.99M
CWGCX vs ERBAX Comparison Chart in %
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CWGCX vs. ERBAX commentary
Aug 16, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 137B vs. ERBAX (634M). CWGCX pays higher dividends than ERBAX: CWGCX (0.84) vs ERBAX (0.55). 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 : 10.57 vs. ERBAX (9.17). CWGCX return over 5 years is better than : 43.67 vs. ERBAX (19.23).
| 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 | 14.975 | 10.276 | 146% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 634M | 21,609% |
| Annual Yield % from dividends | 0.84 | 0.55 | 152% |
| Returns for 1 year | 10.57 | 9.17 | 115% |
| Returns for 3 years | 38.58 | 16.30 | 237% |
| Returns for 5 years | 43.67 | 19.23 | 227% |
| Returns for 10 years | 59.96 | 40.79 | 147% |
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