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CWGCX vs ERBIX
CWGCX vs ERBIX Comparison
Open Charts CWGCX vs ERBIX
American Funds Capital World Gr&Inc C
Price$65.39
Change-$0.87 (-1.31%)
VolumeN/A
Net Assets130.16B
Eaton Vance RBA Equity Strategy Fd Cl I
Price$18.51
Change-$0.29 (-1.54%)
VolumeN/A
Net Assets698.92M
CWGCX vs ERBIX Comparison Chart
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CWGCX vs. ERBIX commentary
Feb 23, 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.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 130B vs. ERBIX (699M). 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 : 11.26 vs. CWGCX (6.26). CWGCX return over 5 years is better than : 29.73 vs. ERBIX (15.26).
| 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 | 4.224 | 3.810 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 699M | 18,598% |
| Annual Yield % from dividends | 1.04 | 1.24 | 84% |
| Returns for 1 year | 6.26 | 11.26 | 56% |
| Returns for 3 years | 14.81 | 5.37 | 276% |
| Returns for 5 years | 29.73 | 15.26 | 195% |
| Returns for 10 years | 41.32 | 32.20 | 128% |