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CWGCX vs ERBIX
CWGCX vs ERBIX Comparison
Open Charts CWGCX vs ERBIX
American Funds Capital World Gr&Inc C
Price$74.44
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.97B
Eaton Vance Equity Strategy I
Price$20.59
Change+$0.07 (+0.34%)
VolumeN/A
Net Assets460.16M
CWGCX vs ERBIX Comparison Chart in %
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CWGCX vs. ERBIX commentary
Oct 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 Hold and ERBIX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 141B vs. ERBIX (460M). CWGCX (0.77) and ERBIX (0.75) have matching dividends . CWGCX was incepted earlier than ERBIX: CWGCX (25 years) vs ERBIX (15 years). CWGCX (1.49) is less costly to investors than ERBIX (0.88). 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 : 10.05 vs. ERBIX (7.05). CWGCX return over 5 years is better than : 46.65 vs. ERBIX (20.42).
| CWGCX | ERBIX | CWGCX / ERBIX | |
| Total Expense Ratio | 1.49 | 0.87 | 171% |
| Annual Report Gross Expense Ratio | 1.49 | 0.88 | 169% |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | 19.426 | 13.308 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 460M | 30,652% |
| Annual Yield % from dividends | 0.77 | 0.75 | 102% |
| Returns for 1 year | 10.05 | 7.05 | 143% |
| Returns for 3 years | 63.73 | 36.85 | 173% |
| Returns for 5 years | 46.65 | 20.42 | 228% |
| Returns for 10 years | 72.38 | 51.35 | 141% |
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