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CWGCX vs ERBCX
CWGCX vs ERBCX Comparison
Open Charts CWGCX vs ERBCX
American Funds Capital World Gr&Inc C
Price$65.64
Change+$0.45 (+0.69%)
VolumeN/A
Net Assets128.9B
Eaton Vance Richard Bernstein Eq Strat C
Price$18.37
Change+$0.08 (+0.44%)
VolumeN/A
Net Assets688.18M
CWGCX vs ERBCX Comparison Chart
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CWGCX vs. ERBCX commentary
Jan 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 StrongBuy and ERBCX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 129B vs. ERBCX (688M). 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 : 15.03 vs. CWGCX (10.99). CWGCX return over 5 years is better than : 28.55 vs. ERBCX (11.93).
| 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 | 3.905 | 3.392 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129B | 688M | 18,750% |
| Annual Yield % from dividends | 1.04 | 0.23 | 461% |
| Returns for 1 year | 10.99 | 15.03 | 73% |
| Returns for 3 years | 12.11 | 0.68 | 1,780% |
| Returns for 5 years | 28.55 | 11.93 | 239% |
| Returns for 10 years | 44.87 | 28.54 | 157% |
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