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CWGCX vs ERBCX
CWGCX vs ERBCX Comparison
Open Charts CWGCX vs ERBCX
American Funds Capital World Gr&Inc C
Price$62.79
Change+$0.18 (+0.29%)
VolumeN/A
Net Assets121.98B
Eaton Vance RBA Equity Strategy Fd Cl C
Price$17.14
Change+$0.05 (+0.29%)
VolumeN/A
Net Assets650.12M
CWGCX vs ERBCX Comparison Chart
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CWGCX vs. ERBCX commentary
Apr 29, 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 ERBCX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 122B vs. ERBCX (650M). CWGCX pays higher dividends than ERBCX: CWGCX (0.93) vs ERBCX (0.00). CWGCX was incepted earlier than ERBCX: CWGCX (24 years) vs ERBCX (15 years). ERBCX (2.05) is less costly to investors than CWGCX (1.49). ERBCX is a more actively managed with annual turnover of: 35.00 vs. CWGCX (27.00). CWGCX has a lower initial minimum investment than ERBCX: CWGCX (250) vs ERBCX (1000). ERBCX annual gain was more profitable for investors over the last year : 1.61 vs. CWGCX (0.85). CWGCX return over 5 years is better than : 43.29 vs. ERBCX (15.72).
| CWGCX | ERBCX | CWGCX / ERBCX | |
| Total Expense Ratio | 1.49 | 2.05 | 73% |
| Annual Report Gross Expense Ratio | 1.49 | 2.05 | 73% |
| Fund Existence | 24 years | 15 years | - |
| Gain YTD | 0.205 | -3.392 | -6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122B | 650M | 18,769% |
| Annual Yield % from dividends | 0.93 | 0.00 | - |
| Returns for 1 year | 0.85 | 1.61 | 53% |
| Returns for 3 years | 20.59 | 1.43 | 1,443% |
| Returns for 5 years | 43.29 | 15.72 | 275% |
| Returns for 10 years | 34.91 | 15.92 | 219% |
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