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CWGCX vs ERBIX
CWGCX vs ERBIX Comparison
Open Charts CWGCX vs ERBIX
American Funds Capital World Gr&Inc C
Price$71.54
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.3B
Eaton Vance RBA Equity Strategy Fd Cl I
Price$19.86
Change+$0.05 (+0.25%)
VolumeN/A
Net Assets672.74M
CWGCX vs ERBIX Comparison Chart in %
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CWGCX vs. ERBIX commentary
Jul 26, 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: 137B 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 : 12.91 vs. ERBIX (10.06). CWGCX return over 5 years is better than : 47.25 vs. ERBIX (23.26).
| 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 | 14.559 | 9.387 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 673M | 20,357% |
| Annual Yield % from dividends | 0.83 | 0.80 | 105% |
| Returns for 1 year | 12.91 | 10.06 | 128% |
| Returns for 3 years | 48.13 | 23.04 | 209% |
| Returns for 5 years | 47.25 | 23.26 | 203% |
| Returns for 10 years | 58.80 | 40.80 | 144% |
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