Ad is loading...
Ad is loading...
CWGCX vs ERBCX
CWGCX vs ERBCX Comparison
Open Charts CWGCX vs ERBCX
American Funds Capital World Gr&Inc C
Price$67.30
Change+$0.23 (+0.34%)
VolumeN/A
CapitalizationN/A
Eaton Vance Richard Bernstein Eq Strat C
Price$18.80
Change+$0.11 (+0.59%)
VolumeN/A
CapitalizationN/A
CWGCX vs ERBCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWGCX vs. ERBCX commentary
Nov 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 StrongBuy and ERBCX is a StrongSell.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 126B vs. ERBCX (704M). 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 : 17.95 vs. ERBCX (13.06). CWGCX return over 5 years is better than : 37.99 vs. ERBCX (12.20).
| 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 | 13.584 | 16.521 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126B | 704M | 17,898% |
| Annual Yield % from dividends | 1.04 | 0.23 | 461% |
| Returns for 1 year | 17.95 | 13.06 | 137% |
| Returns for 3 years | 4.55 | -10.31 | -44% |
| Returns for 5 years | 37.99 | 12.20 | 311% |
| Returns for 10 years | 46.44 | 28.41 | 163% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers