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CWGCX vs ERBIX
CWGCX vs ERBIX Comparison
Open Charts CWGCX vs ERBIX
American Funds Capital World Gr&Inc C
Price$66.36
Change-$0.70 (-1.04%)
VolumeN/A
CapitalizationN/A
Eaton Vance Richard Bernstein Eq Strat I
Price$19.02
Change-$0.18 (-0.94%)
VolumeN/A
CapitalizationN/A
CWGCX vs ERBIX Comparison Chart
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CWGCX vs. ERBIX commentary
Nov 18, 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 Sell and ERBIX is a StrongSell.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 125B vs. ERBIX (704M). 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). CWGCX annual gain was more profitable for investors over the last year : 18.22 vs. ERBIX (14.10). CWGCX return over 5 years is better than : 36.04 vs. ERBIX (15.07).
| 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 | 12.381 | 16.046 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 704M | 17,756% |
| Annual Yield % from dividends | 1.04 | 1.24 | 84% |
| Returns for 1 year | 18.22 | 14.10 | 129% |
| Returns for 3 years | 1.67 | -9.99 | -17% |
| Returns for 5 years | 36.04 | 15.07 | 239% |
| Returns for 10 years | 46.10 | 34.24 | 135% |