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CWGCX vs ERBIX
CWGCX vs ERBIX Comparison
Open Charts CWGCX vs ERBIX
American Funds Capital World Gr&Inc C
Price$63.10
Change+$0.23 (+0.37%)
VolumeN/A
Net Assets122.78B
Eaton Vance RBA Equity Strategy Fd Cl I
Price$17.83
Change+$0.13 (+0.73%)
VolumeN/A
Net Assets681.3M
CWGCX vs ERBIX Comparison Chart
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CWGCX vs. ERBIX commentary
Apr 03, 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 ERBIX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 123B vs. ERBIX (681M). CWGCX pays higher dividends than ERBIX: CWGCX (0.93) vs ERBIX (0.87). CWGCX was incepted earlier than ERBIX: CWGCX (24 years) vs ERBIX (14 years). CWGCX (1.49) is less costly to investors than ERBIX (1.05). ERBIX is a more actively managed with annual turnover of: 35.00 vs. CWGCX (27.00). CWGCX has a lower initial minimum investment than ERBIX: CWGCX (250) vs ERBIX (1000000). ERBIX annual gain was more profitable for investors over the last year : 1.71 vs. CWGCX (-0.74). CWGCX return over 5 years is better than : 61.34 vs. ERBIX (34.73).
| CWGCX | ERBIX | CWGCX / ERBIX | |
| Total Expense Ratio | 1.49 | 1.05 | 142% |
| Annual Report Gross Expense Ratio | 1.49 | 1.05 | 142% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 0.333 | -2.706 | -12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 681M | 18,062% |
| Annual Yield % from dividends | 0.93 | 0.87 | 106% |
| Returns for 1 year | -0.74 | 1.71 | -43% |
| Returns for 3 years | 10.18 | -3.42 | -298% |
| Returns for 5 years | 61.34 | 34.73 | 177% |
| Returns for 10 years | 38.07 | 24.65 | 154% |
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