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CWGCX vs ERBCX
CWGCX vs ERBCX Comparison
Open Charts CWGCX vs ERBCX
American Funds Capital World Gr&Inc C
Price$70.67
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.98B
Eaton Vance RBA Equity Strategy Fd Cl C
Price$18.96
Change+$0.10 (+0.53%)
VolumeN/A
Net Assets672.74M
CWGCX vs ERBCX Comparison Chart in %
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CWGCX vs. ERBCX commentary
Jul 05, 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 Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 136B vs. ERBCX (673M). CWGCX pays higher dividends than ERBCX: CWGCX (0.83) 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 : 8.49 vs. ERBCX (5.86). CWGCX return over 5 years is better than : 48.95 vs. ERBCX (20.71).
| 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 | 13.166 | 7.179 | 183% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 673M | 20,208% |
| Annual Yield % from dividends | 0.83 | 0.00 | - |
| Returns for 1 year | 8.49 | 5.86 | 145% |
| Returns for 3 years | 47.34 | 19.38 | 244% |
| Returns for 5 years | 48.95 | 20.71 | 236% |
| Returns for 10 years | 58.53 | 32.70 | 179% |
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