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CWGCX vs ERBIX
CWGCX vs ERBIX Comparison
Open Charts CWGCX vs ERBIX
American Funds Capital World Gr&Inc C
Price$70.67
Change+$0.45 (+0.64%)
VolumeN/A
Net Assets135.13B
Eaton Vance RBA Equity Strategy Fd Cl I
Price$19.51
Change+$0.10 (+0.52%)
VolumeN/A
Net Assets672.74M
CWGCX vs ERBIX Comparison Chart in %
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CWGCX vs. ERBIX commentary
Jul 04, 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 Buy and ERBIX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 135B vs. ERBIX (673M). CWGCX (0.83) and ERBIX (0.80) have matching dividends . 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 : 8.49 vs. ERBIX (6.38). CWGCX return over 5 years is better than : 48.95 vs. ERBIX (24.95).
| 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 | 13.166 | 7.178 | 183% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 673M | 20,059% |
| Annual Yield % from dividends | 0.83 | 0.80 | 105% |
| Returns for 1 year | 8.49 | 6.38 | 133% |
| Returns for 3 years | 47.34 | 21.67 | 218% |
| Returns for 5 years | 48.95 | 24.95 | 196% |
| Returns for 10 years | 58.53 | 39.56 | 148% |
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