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CWGFX vs ERBAX
CWGFX vs ERBAX Comparison
Open Charts CWGFX vs ERBAX
American Funds Capital World Gr&Inc F1
Price$75.22
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.97B
Eaton Vance Equity Strategy A
Price$20.54
Change+$0.07 (+0.34%)
VolumeN/A
Net Assets460.16M
CWGFX vs ERBAX Comparison Chart in %
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CWGFX vs. ERBAX 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 ERBAX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 141B vs. ERBAX (460M). CWGFX pays higher dividends than ERBAX: CWGFX (1.35) vs ERBAX (0.52). CWGFX was incepted earlier than ERBAX: CWGFX (25 years) vs ERBAX (15 years). ERBAX (1.13) is less costly to investors than CWGFX (0.80). ERBAX is a more actively managed with annual turnover of: 35.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than ERBAX: CWGFX (250) vs ERBAX (1000). CWGFX annual gain was more profitable for investors over the last year : 10.86 vs. ERBAX (6.79). CWGFX return over 5 years is better than : 50.66 vs. ERBAX (19.45).
| CWGFX | ERBAX | CWGFX / ERBAX | |
| Total Expense Ratio | 0.80 | 1.12 | 71% |
| Annual Report Gross Expense Ratio | 0.80 | 1.13 | 71% |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | 20.057 | 13.094 | 153% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 460M | 30,652% |
| Annual Yield % from dividends | 1.35 | 0.52 | 258% |
| Returns for 1 year | 10.86 | 6.79 | 160% |
| Returns for 3 years | 66.99 | 36.21 | 185% |
| Returns for 5 years | 50.66 | 19.45 | 260% |
| Returns for 10 years | 77.14 | 49.85 | 155% |
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