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CWGFX vs EADIX
CWGFX vs EADIX Comparison
Open Charts CWGFX vs EADIX
American Funds Capital World Gr&Inc F1
Price$75.22
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.97B
Eaton Vance Global Equity Income A
Price$18.93
Change+$0.04 (+0.21%)
VolumeN/A
Net Assets742.96M
CWGFX vs EADIX Comparison Chart in %
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CWGFX vs. EADIX commentary
Oct 18, 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 CWGFX is a Hold and EADIX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 141B vs. EADIX (743M). EADIX pays higher dividends than CWGFX: EADIX (3.67) vs CWGFX (1.35). CWGFX was incepted earlier than EADIX: CWGFX (25 years) vs EADIX (22 years). EADIX (1.18) is less costly to investors than CWGFX (0.80). EADIX is a more actively managed with annual turnover of: 136.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than EADIX: CWGFX (250) vs EADIX (1000). EADIX annual gain was more profitable for investors over the last year : 12.25 vs. CWGFX (10.86). EADIX return over 5 years is better than : 60.39 vs. CWGFX (50.66).
| CWGFX | EADIX | CWGFX / EADIX | |
| Total Expense Ratio | 0.80 | 1.18 | 68% |
| Annual Report Gross Expense Ratio | 0.80 | 1.18 | 68% |
| Fund Existence | 25 years | 22 years | - |
| Gain YTD | 20.057 | 16.929 | 118% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 743M | 18,977% |
| Annual Yield % from dividends | 1.35 | 3.67 | 37% |
| Returns for 1 year | 10.86 | 12.25 | 89% |
| Returns for 3 years | 66.99 | 66.98 | 100% |
| Returns for 5 years | 50.66 | 60.39 | 84% |
| Returns for 10 years | 77.14 | 98.60 | 78% |
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