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CWGFX vs ERBAX
CWGFX vs ERBAX Comparison
Open Charts CWGFX vs ERBAX
American Funds Capital World Gr&Inc F1
Price$65.99
Change+$1.28 (+1.98%)
VolumeN/A
Net Assets125.54B
Eaton Vance RBA Equity Strategy Fd Cl A
Price$18.19
Change+$0.26 (+1.45%)
VolumeN/A
Net Assets681.3M
CWGFX vs ERBAX Comparison Chart
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CWGFX vs. ERBAX commentary
Mar 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 ERBAX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 126B vs. ERBAX (681M). CWGFX pays higher dividends than ERBAX: CWGFX (1.64) vs ERBAX (1.02). CWGFX was incepted earlier than ERBAX: CWGFX (24 years) vs ERBAX (14 years). 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 (6.66) and ERBAX (6.59) have marching annual gain over last year. CWGFX return over 5 years is better than : 45.41 vs. ERBAX (17.93).
| CWGFX | ERBAX | CWGFX / ERBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 4.118 | -0.939 | -438% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126B | 681M | 18,502% |
| Annual Yield % from dividends | 1.64 | 1.02 | 161% |
| Returns for 1 year | 6.66 | 6.59 | 101% |
| Returns for 3 years | 21.11 | 2.01 | 1,048% |
| Returns for 5 years | 45.41 | 17.93 | 253% |
| Returns for 10 years | 47.08 | 26.64 | 177% |
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