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CWGCX vs ERBCX
CWGCX vs ERBCX Comparison
Open Charts CWGCX vs ERBCX
American Funds Capital World Gr&Inc C
Price$65.39
Change-$0.87 (-1.31%)
VolumeN/A
Net Assets128.43B
Eaton Vance RBA Equity Strategy Fd Cl C
Price$18.05
Change-$0.29 (-1.58%)
VolumeN/A
Net Assets698.92M
CWGCX vs ERBCX Comparison Chart
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CWGCX vs. ERBCX commentary
Feb 23, 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 ERBCX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 128B vs. ERBCX (699M). CWGCX pays higher dividends than ERBCX: CWGCX (1.04) vs ERBCX (0.23). CWGCX was incepted earlier than ERBCX: CWGCX (24 years) vs ERBCX (14 years). 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 : 8.41 vs. CWGCX (6.26). CWGCX return over 5 years is better than : 29.73 vs. ERBCX (8.95).
| CWGCX | ERBCX | CWGCX / ERBCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 4.224 | 2.035 | 208% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 699M | 18,312% |
| Annual Yield % from dividends | 1.04 | 0.23 | 461% |
| Returns for 1 year | 6.26 | 8.41 | 74% |
| Returns for 3 years | 14.81 | 1.25 | 1,185% |
| Returns for 5 years | 29.73 | 8.95 | 332% |
| Returns for 10 years | 41.32 | 23.10 | 179% |
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