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CWGCX vs ERBIX
CWGCX vs ERBIX Comparison
Open Charts CWGCX vs ERBIX
American Funds Capital World Gr&Inc C
Price$62.86
Change-$1.78 (-2.75%)
VolumeN/A
CapitalizationN/A
Eaton Vance Richard Bernstein Eq Strat I
Price$18.83
Change-$0.56 (-2.89%)
VolumeN/A
CapitalizationN/A
CWGCX vs ERBIX Comparison Chart
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CWGCX vs. ERBIX commentary
Dec 19, 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 Buy and ERBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 121B vs. ERBIX (726M). 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 : 12.45 vs. CWGCX (11.39). CWGCX return over 5 years is better than : 29.79 vs. ERBIX (23.79).
| 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 | 9.830 | 18.975 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 726M | 16,667% |
| Annual Yield % from dividends | 1.04 | 1.24 | 84% |
| Returns for 1 year | 11.39 | 12.45 | 91% |
| Returns for 3 years | 8.48 | 4.93 | 172% |
| Returns for 5 years | 29.79 | 23.79 | 125% |
| Returns for 10 years | 44.61 | 38.66 | 115% |