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CWGCX vs ERBCX
CWGCX vs ERBCX Comparison
Open Charts CWGCX vs ERBCX
American Funds Capital World Gr&Inc C
Price$60.90
Change-$2.20 (-3.49%)
VolumeN/A
Net Assets123.19B
Eaton Vance RBA Equity Strategy Fd Cl C
Price$16.65
Change-$0.73 (-4.20%)
VolumeN/A
Net Assets650.12M
CWGCX vs ERBCX Comparison Chart
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CWGCX vs. ERBCX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 123B 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 (14 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 : 2.06 vs. CWGCX (-0.53). CWGCX return over 5 years is better than : 64.18 vs. ERBCX (32.79).
| 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 | 14 years | - |
| Gain YTD | 0.700 | -1.752 | -40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 650M | 18,923% |
| Annual Yield % from dividends | 0.93 | 0.00 | - |
| Returns for 1 year | -0.53 | 2.06 | -26% |
| Returns for 3 years | 9.63 | -5.16 | -186% |
| Returns for 5 years | 64.18 | 32.79 | 196% |
| Returns for 10 years | 37.61 | 18.53 | 203% |
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