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CWGCX vs ERBCX
CWGCX vs ERBCX Comparison
Open Charts CWGCX vs ERBCX
American Funds Capital World Gr&Inc C
Price$62.89
Change+$0.33 (+0.53%)
VolumeN/A
CapitalizationN/A
Eaton Vance Richard Bernstein Eq Strat C
Price$18.38
Change+$0.13 (+0.71%)
VolumeN/A
CapitalizationN/A
CWGCX vs ERBCX Comparison Chart
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CWGCX vs. ERBCX commentary
Dec 23, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 125B vs. ERBCX (726M). 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). CWGCX annual gain was more profitable for investors over the last year : 7.80 vs. ERBCX (7.37). CWGCX return over 5 years is better than : 25.96 vs. ERBCX (15.20).
| 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 | 6.856 | 14.589 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 726M | 17,218% |
| Annual Yield % from dividends | 1.04 | 0.23 | 461% |
| Returns for 1 year | 7.80 | 7.37 | 106% |
| Returns for 3 years | 4.68 | -0.89 | -525% |
| Returns for 5 years | 25.96 | 15.20 | 171% |
| Returns for 10 years | 40.94 | 28.28 | 145% |
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