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CWGFX vs EADIX
CWGFX vs EADIX Comparison
Open Charts CWGFX vs EADIX
American Funds Capital World Gr&Inc F1
Price$68.54
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
Eaton Vance Global Equity Income A
Price$17.73
Change-$0.24 (-1.34%)
VolumeN/A
Net Assets679.37M
CWGFX vs EADIX Comparison Chart
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CWGFX vs. EADIX commentary
Jun 15, 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 Buy and EADIX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 131B vs. EADIX (679M). EADIX pays higher dividends than CWGFX: EADIX (3.95) vs CWGFX (1.49). 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 (6.27) and EADIX (6.27) have marching annual gain over last year. EADIX return over 5 years is better than : 64.29 vs. CWGFX (51.55).
| 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 | 8.990 | 8.370 | 107% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 679M | 19,293% |
| Annual Yield % from dividends | 1.49 | 3.95 | 38% |
| Returns for 1 year | 6.27 | 6.27 | 100% |
| Returns for 3 years | 43.82 | 50.14 | 87% |
| Returns for 5 years | 51.55 | 64.29 | 80% |
| Returns for 10 years | 51.77 | 77.03 | 67% |
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