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CWGCX vs ERBCX
CWGCX vs ERBCX Comparison
Open Charts CWGCX vs ERBCX
American Funds Capital World Gr&Inc C
Price$71.83
Change+$0.07 (+0.10%)
VolumeN/A
Net Assets136.73B
Eaton Vance Equity Strategy C
Price$19.40
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets633.99M
CWGCX vs ERBCX Comparison Chart in %
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CWGCX vs. ERBCX commentary
Aug 28, 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: 137B 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 : 8.74 vs. ERBCX (6.07). CWGCX return over 5 years is better than : 39.81 vs. ERBCX (11.77).
| 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 | 15.023 | 9.610 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 634M | 21,609% |
| Annual Yield % from dividends | 0.84 | 0.00 | - |
| Returns for 1 year | 8.74 | 6.07 | 144% |
| Returns for 3 years | 45.24 | 19.17 | 236% |
| Returns for 5 years | 39.81 | 11.77 | 338% |
| Returns for 10 years | 67.90 | 41.58 | 163% |
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