Interact to see
Advertisement
Advertisement
CWGFX vs ERBAX
CWGFX vs ERBAX Comparison
Open Charts CWGFX vs ERBAX
American Funds Capital World Gr&Inc F1
Price$74.52
Change-$0.68 (-0.90%)
VolumeN/A
Net Assets139.93B
Eaton Vance Equity Strategy A
Price$20.44
Change-$0.18 (-0.87%)
VolumeN/A
Net Assets459.69M
CWGFX vs ERBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWGFX vs. ERBAX commentary
Nov 19, 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: 140B vs. ERBAX (460M). CWGFX pays higher dividends than ERBAX: CWGFX (1.32) vs ERBAX (0.51). 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 : 12.09 vs. ERBAX (8.88). CWGFX return over 5 years is better than : 41.29 vs. ERBAX (16.39).
| 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 | 18.797 | 13.923 | 135% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 460M | 30,435% |
| Annual Yield % from dividends | 1.32 | 0.51 | 258% |
| Returns for 1 year | 12.09 | 8.88 | 136% |
| Returns for 3 years | 50.45 | 27.06 | 186% |
| Returns for 5 years | 41.29 | 16.39 | 252% |
| Returns for 10 years | 73.63 | 46.93 | 157% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement