CWGFX
Price
$74.21
Change
-$0.51 (-0.68%)
Updated
Sep 25 closing price
Net Assets
140.58B
ERBAX
Price
$20.31
Change
-$0.12 (-0.59%)
Updated
Sep 25 closing price
Net Assets
471.57M
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CWGFX vs ERBAX

Header iconCWGFX vs ERBAX Comparison
Open Charts CWGFX vs ERBAXBanner chart's image
American Funds Capital World Gr&Inc F1
Price$74.21
Change-$0.51 (-0.68%)
VolumeN/A
Net Assets140.58B
Eaton Vance Equity Strategy A
Price$20.31
Change-$0.12 (-0.59%)
VolumeN/A
Net Assets471.57M
CWGFX vs ERBAX Comparison Chart in %
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CWGFX vs. ERBAX commentary
Sep 27, 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.

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FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 141B vs. ERBAX (472M). CWGFX pays higher dividends than ERBAX: CWGFX (1.39) vs ERBAX (0.54). CWGFX was incepted earlier than ERBAX: CWGFX (25 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 : 10.32 vs. ERBAX (8.33). CWGFX return over 5 years is better than : 54.24 vs. ERBAX (24.85).
CWGFXERBAXCWGFX / ERBAX
Total Expense Ratio0.801.3062%
Annual Report Gross Expense Ratio0.801.3062%
Fund Existence25 years15 years-
Gain YTD18.30312.873142%
Front LoadN/A5%-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets141B472M29,873%
Annual Yield % from dividends1.390.54257%
Returns for 1 year10.328.33124%
Returns for 3 years68.5838.20180%
Returns for 5 years54.2424.85218%
Returns for 10 years89.0758.91151%
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