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CWGFX vs EADIX
CWGFX vs EADIX Comparison
Open Charts CWGFX vs EADIX
American Funds Capital World Gr&Inc F1
Price$73.04
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets136.94B
Eaton Vance Global Equity Income A
Price$18.37
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets710.28M
CWGFX vs EADIX Comparison Chart in %
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CWGFX vs. EADIX commentary
Sep 06, 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 StrongBuy and EADIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 137B vs. EADIX (710M). EADIX pays higher dividends than CWGFX: EADIX (3.77) vs CWGFX (1.39). CWGFX was incepted earlier than EADIX: CWGFX (24 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). CWGFX annual gain was more profitable for investors over the last year : 13.11 vs. EADIX (12.12). EADIX return over 5 years is better than : 56.94 vs. CWGFX (46.91).
| CWGFX | EADIX | CWGFX / EADIX | |
| Total Expense Ratio | 0.80 | 1.18 | 68% |
| Annual Report Gross Expense Ratio | 0.80 | 1.18 | 68% |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | 16.146 | 13.486 | 120% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 710M | 19,296% |
| Annual Yield % from dividends | 1.39 | 3.77 | 37% |
| Returns for 1 year | 13.11 | 12.12 | 108% |
| Returns for 3 years | 53.92 | 55.56 | 97% |
| Returns for 5 years | 46.91 | 56.94 | 82% |
| Returns for 10 years | 75.40 | 97.46 | 77% |
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