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CWGCX vs ERBCX
CWGCX vs ERBCX Comparison
Open Charts CWGCX vs ERBCX
American Funds Capital World Gr&Inc C
Price$75.13
Change+$0.33 (+0.44%)
VolumeN/A
Net Assets142.48B
Eaton Vance Equity Strategy C
Price$20.11
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets460.16M
CWGCX vs ERBCX Comparison Chart in %
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CWGCX vs. ERBCX commentary
Oct 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 Buy and ERBCX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 142B vs. ERBCX (460M). CWGCX pays higher dividends than ERBCX: CWGCX (0.77) vs ERBCX (0.00). CWGCX was incepted earlier than ERBCX: CWGCX (25 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). CWGCX annual gain was more profitable for investors over the last year : 12.18 vs. ERBCX (9.47). CWGCX return over 5 years is better than : 51.74 vs. ERBCX (20.88).
| CWGCX | ERBCX | CWGCX / ERBCX | |
| Total Expense Ratio | 1.49 | 2.05 | 73% |
| Annual Report Gross Expense Ratio | 1.49 | 2.05 | 73% |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | 20.404 | 13.680 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 460M | 30,870% |
| Annual Yield % from dividends | 0.77 | 0.00 | - |
| Returns for 1 year | 12.18 | 9.47 | 129% |
| Returns for 3 years | 60.61 | 32.36 | 187% |
| Returns for 5 years | 51.74 | 20.88 | 248% |
| Returns for 10 years | 77.84 | 47.58 | 164% |
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