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CWGCX vs ERBIX
CWGCX vs ERBIX Comparison
Open Charts CWGCX vs ERBIX
American Funds Capital World Gr&Inc C
Price$71.80
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
Eaton Vance RBA Equity Strategy Fd Cl I
Price$19.98
Change-$0.03 (-0.15%)
VolumeN/A
Net Assets633.99M
CWGCX vs ERBIX Comparison Chart in %
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CWGCX vs. ERBIX commentary
Aug 17, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 137B vs. ERBIX (634M). CWGCX pays higher dividends than ERBIX: CWGCX (0.84) vs ERBIX (0.79). 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 : 10.57 vs. ERBIX (9.32). CWGCX return over 5 years is better than : 43.67 vs. ERBIX (20.02).
| 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 | 15 years | - |
| Gain YTD | 14.975 | 10.326 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 634M | 21,609% |
| Annual Yield % from dividends | 0.84 | 0.79 | 106% |
| Returns for 1 year | 10.57 | 9.32 | 113% |
| Returns for 3 years | 38.58 | 16.72 | 231% |
| Returns for 5 years | 43.67 | 20.02 | 218% |
| Returns for 10 years | 59.96 | 42.01 | 143% |
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