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CWGCX vs ERBIX
CWGCX vs ERBIX Comparison
Open Charts CWGCX vs ERBIX
American Funds Capital World Gr&Inc C
Price$64.01
Change+$0.46 (+0.72%)
VolumeN/A
Net Assets125.76B
Eaton Vance Richard Bernstein Eq Strat I
Price$18.50
Change+$0.13 (+0.71%)
VolumeN/A
Net Assets688.18M
CWGCX vs ERBIX Comparison Chart
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CWGCX vs. ERBIX commentary
Jan 18, 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 Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 126B vs. ERBIX (688M). ERBIX pays higher dividends than CWGCX: ERBIX (1.24) vs CWGCX (1.04). CWGCX was incepted earlier than ERBIX: CWGCX (24 years) vs ERBIX (14 years). 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 : 16.02 vs. CWGCX (10.07). CWGCX return over 5 years is better than : 24.90 vs. ERBIX (13.82).
| CWGCX | ERBIX | CWGCX / ERBIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 2.024 | 2.154 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126B | 688M | 18,314% |
| Annual Yield % from dividends | 1.04 | 1.24 | 84% |
| Returns for 1 year | 10.07 | 16.02 | 63% |
| Returns for 3 years | 6.96 | -1.14 | -611% |
| Returns for 5 years | 24.90 | 13.82 | 180% |
| Returns for 10 years | 44.49 | 36.26 | 123% |
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