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CWGCX vs ERBAX
CWGCX vs ERBAX Comparison
Open Charts CWGCX vs ERBAX
American Funds Capital World Gr&Inc C
Price$70.25
Change-$0.35 (-0.50%)
VolumeN/A
Net Assets135.74B
Eaton Vance RBA Equity Strategy Fd Cl A
Price$19.33
Change-$0.11 (-0.57%)
VolumeN/A
Net Assets672.74M
CWGCX vs ERBAX Comparison Chart in %
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CWGCX vs. ERBAX commentary
Jul 17, 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 Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 136B vs. ERBAX (673M). CWGCX pays higher dividends than ERBAX: CWGCX (0.83) vs ERBAX (0.56). 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 : 6.03 vs. ERBAX (4.51). CWGCX return over 5 years is better than : 44.91 vs. ERBAX (20.80).
| 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 | 12.493 | 7.403 | 169% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 673M | 20,208% |
| Annual Yield % from dividends | 0.83 | 0.56 | 150% |
| Returns for 1 year | 6.03 | 4.51 | 134% |
| Returns for 3 years | 48.60 | 22.77 | 213% |
| Returns for 5 years | 44.91 | 20.80 | 216% |
| Returns for 10 years | 52.98 | 34.31 | 154% |
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