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CWGCX vs ERBCX
CWGCX vs ERBCX Comparison
Open Charts CWGCX vs ERBCX
American Funds Capital World Gr&Inc C
Price$70.40
Change+$0.42 (+0.60%)
VolumeN/A
Net Assets134.28B
Eaton Vance RBA Equity Strategy Fd Cl C
Price$19.10
Change+$0.11 (+0.58%)
VolumeN/A
Net Assets633.99M
CWGCX vs ERBCX Comparison Chart in %
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CWGCX vs. ERBCX commentary
Aug 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 134B vs. ERBCX (634M). CWGCX pays higher dividends than ERBCX: CWGCX (0.84) 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). CWGCX annual gain was more profitable for investors over the last year : 14.89 vs. ERBCX (11.57). CWGCX return over 5 years is better than : 42.10 vs. ERBCX (13.94).
| 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 | 12.733 | 7.349 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 634M | 21,136% |
| Annual Yield % from dividends | 0.84 | 0.00 | - |
| Returns for 1 year | 14.89 | 11.57 | 129% |
| Returns for 3 years | 40.20 | 14.81 | 271% |
| Returns for 5 years | 42.10 | 13.94 | 302% |
| Returns for 10 years | 55.76 | 31.18 | 179% |