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CWGFX vs ERBAX
CWGFX vs ERBAX Comparison
Open Charts CWGFX vs ERBAX
American Funds Capital World Gr&Inc F1
Price$60.83
Change+$0.11 (+0.18%)
VolumeN/A
Net Assets117.37B
Eaton Vance RBA Equity Strategy Fd Cl A
Price$16.87
Change+$0.07 (+0.42%)
VolumeN/A
Net Assets650.12M
CWGFX vs ERBAX Comparison Chart
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CWGFX vs. ERBAX commentary
Apr 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 Buy and ERBAX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 117B vs. ERBAX (650M). CWGFX pays higher dividends than ERBAX: CWGFX (1.59) vs ERBAX (0.61). 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). ERBAX annual gain was more profitable for investors over the last year : 0.65 vs. CWGFX (-0.97). CWGFX return over 5 years is better than : 43.42 vs. ERBAX (16.34).
| 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 | -3.744 | -7.182 | 52% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 650M | 18,000% |
| Annual Yield % from dividends | 1.59 | 0.61 | 261% |
| Returns for 1 year | -0.97 | 0.65 | -150% |
| Returns for 3 years | 10.84 | -5.47 | -198% |
| Returns for 5 years | 43.42 | 16.34 | 266% |
| Returns for 10 years | 32.63 | 15.84 | 206% |
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