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CWGCX vs ERBCX
CWGCX vs ERBCX Comparison
Open Charts CWGCX vs ERBCX
American Funds Capital World Gr&Inc C
Price$66.18
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets128.47B
Eaton Vance RBA Equity Strategy Fd Cl C
Price$17.98
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets629.26M
CWGCX vs ERBCX Comparison Chart
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CWGCX vs. ERBCX commentary
May 24, 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: 128B vs. ERBCX (629M). CWGCX pays higher dividends than ERBCX: CWGCX (0.92) 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 : 2.92 vs. CWGCX (2.67). CWGCX return over 5 years is better than : 50.69 vs. ERBCX (22.14).
| 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 | 5.615 | 1.696 | 331% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 629M | 20,350% |
| Annual Yield % from dividends | 0.92 | 0.00 | - |
| Returns for 1 year | 2.67 | 2.92 | 92% |
| Returns for 3 years | 27.87 | 9.09 | 307% |
| Returns for 5 years | 50.69 | 22.14 | 229% |
| Returns for 10 years | 40.64 | 20.74 | 196% |
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