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CWGFX vs ERBAX
CWGFX vs ERBAX Comparison
Open Charts CWGFX vs ERBAX
American Funds Capital World Gr&Inc F1
Price$64.97
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets124.97B
Eaton Vance RBA Equity Strategy Fd Cl A
Price$17.97
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets629.26M
CWGFX vs ERBAX Comparison Chart
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CWGFX vs. ERBAX commentary
May 12, 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: 125B vs. ERBAX (629M). CWGFX pays higher dividends than ERBAX: CWGFX (1.58) 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). CWGFX annual gain was more profitable for investors over the last year : 2.15 vs. ERBAX (2.00). CWGFX return over 5 years is better than : 50.78 vs. ERBAX (22.96).
| 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 | 2.807 | -0.718 | -391% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 629M | 19,873% |
| Annual Yield % from dividends | 1.58 | 0.61 | 260% |
| Returns for 1 year | 2.15 | 2.00 | 107% |
| Returns for 3 years | 30.30 | 9.60 | 316% |
| Returns for 5 years | 50.78 | 22.96 | 221% |
| Returns for 10 years | 41.62 | 24.98 | 167% |
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