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CWGFX vs ERBAX
CWGFX vs ERBAX Comparison
Open Charts CWGFX vs ERBAX
American Funds Capital World Gr&Inc F1
Price$68.54
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
Eaton Vance RBA Equity Strategy Fd Cl A
Price$18.76
Change-$0.24 (-1.26%)
VolumeN/A
Net Assets657.91M
CWGFX vs ERBAX Comparison Chart
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CWGFX vs. ERBAX 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 ERBAX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 131B vs. ERBAX (658M). CWGFX pays higher dividends than ERBAX: CWGFX (1.49) vs ERBAX (0.58). CWGFX was incepted earlier than ERBAX: CWGFX (24 years) vs ERBAX (15 years). ERBAX (1.30) 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 : 6.27 vs. ERBAX (4.43). CWGFX return over 5 years is better than : 51.55 vs. ERBAX (24.26).
| CWGFX | ERBAX | CWGFX / ERBAX | |
| Total Expense Ratio | 0.80 | 1.30 | 62% |
| Annual Report Gross Expense Ratio | 0.80 | 1.30 | 62% |
| Fund Existence | 24 years | 15 years | - |
| Gain YTD | 8.990 | 3.646 | 247% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 658M | 19,909% |
| Annual Yield % from dividends | 1.49 | 0.58 | 259% |
| Returns for 1 year | 6.27 | 4.43 | 142% |
| Returns for 3 years | 43.82 | 19.81 | 221% |
| Returns for 5 years | 51.55 | 24.26 | 212% |
| Returns for 10 years | 51.77 | 31.97 | 162% |
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