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CWGCX vs ERBIX
CWGCX vs ERBIX Comparison
Open Charts CWGCX vs ERBIX
American Funds Capital World Gr&Inc C
Price$74.19
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets140.8B
Eaton Vance Equity Strategy I
Price$20.45
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets471.57M
CWGCX vs ERBIX Comparison Chart in %
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CWGCX vs. ERBIX commentary
Sep 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 Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 141B vs. ERBIX (472M). CWGCX pays higher dividends than ERBIX: CWGCX (0.82) vs ERBIX (0.78). CWGCX was incepted earlier than ERBIX: CWGCX (25 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 : 12.39 vs. ERBIX (10.10). CWGCX return over 5 years is better than : 46.00 vs. ERBIX (21.07).
| CWGCX | ERBIX | CWGCX / ERBIX | |
| Total Expense Ratio | 1.49 | 1.05 | 142% |
| Annual Report Gross Expense Ratio | 1.49 | 1.05 | 142% |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | 18.146 | 12.314 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 472M | 29,873% |
| Annual Yield % from dividends | 0.82 | 0.78 | 105% |
| Returns for 1 year | 12.39 | 10.10 | 123% |
| Returns for 3 years | 55.21 | 29.97 | 184% |
| Returns for 5 years | 46.00 | 21.07 | 218% |
| Returns for 10 years | 75.54 | 54.56 | 138% |
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