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CWGCX vs ERBAX
CWGCX vs ERBAX Comparison
Open Charts CWGCX vs ERBAX
American Funds Capital World Gr&Inc C
Price$72.21
Change+$0.33 (+0.46%)
VolumeN/A
Net Assets136.94B
Eaton Vance Equity Strategy A
Price$19.97
Change+$0.15 (+0.76%)
VolumeN/A
Net Assets633.99M
CWGCX vs ERBAX Comparison Chart in %
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CWGCX vs. ERBAX commentary
Sep 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: 137B vs. ERBAX (634M). CWGCX pays higher dividends than ERBAX: CWGCX (0.82) vs ERBAX (0.54). 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 : 12.28 vs. ERBAX (9.88). CWGCX return over 5 years is better than : 43.30 vs. ERBAX (18.20).
| 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 | 15.632 | 10.331 | 151% |
| 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 | 0.82 | 0.54 | 151% |
| Returns for 1 year | 12.28 | 9.88 | 124% |
| Returns for 3 years | 51.16 | 26.11 | 196% |
| Returns for 5 years | 43.30 | 18.20 | 238% |
| Returns for 10 years | 71.02 | 50.08 | 142% |
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