CWGCX
Price
$71.54
Change
+$0.04 (+0.06%)
Updated
Jul 25 closing price
Net Assets
137.3B
ERBIX
Price
$19.86
Change
+$0.05 (+0.25%)
Updated
Jul 25 closing price
Net Assets
672.74M
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CWGCX vs ERBIX

Header iconCWGCX vs ERBIX Comparison
Open Charts CWGCX vs ERBIXBanner chart's image
American Funds Capital World Gr&Inc C
Price$71.54
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.3B
Eaton Vance RBA Equity Strategy Fd Cl I
Price$19.86
Change+$0.05 (+0.25%)
VolumeN/A
Net Assets672.74M
CWGCX vs ERBIX Comparison Chart in %
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CWGCX vs. ERBIX commentary
Jul 26, 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 ERBIX is a Buy.

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FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 137B vs. ERBIX (673M). CWGCX (0.83) and ERBIX (0.80) have matching dividends . CWGCX was incepted earlier than ERBIX: CWGCX (24 years) vs ERBIX (15 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). CWGCX annual gain was more profitable for investors over the last year : 12.91 vs. ERBIX (10.06). CWGCX return over 5 years is better than : 47.25 vs. ERBIX (23.26).
CWGCXERBIXCWGCX / ERBIX
Total Expense Ratio1.491.05142%
Annual Report Gross Expense Ratio1.491.05142%
Fund Existence24 years15 years-
Gain YTD14.5599.387155%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets137B673M20,357%
Annual Yield % from dividends0.830.80105%
Returns for 1 year12.9110.06128%
Returns for 3 years48.1323.04209%
Returns for 5 years47.2523.26203%
Returns for 10 years58.8040.80144%
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