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CWGFX vs ERBAX
CWGFX vs ERBAX Comparison
Open Charts CWGFX vs ERBAX
American Funds Capital World Gr&Inc F1
Price$67.69
Change-$0.15 (-0.22%)
VolumeN/A
CapitalizationN/A
Eaton Vance Richard Bernstein Eq Strat A
Price$18.88
Change-$0.08 (-0.42%)
VolumeN/A
CapitalizationN/A
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CWGFX vs ERBAX Comparison Chart
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CWGFX vs. ERBAX commentary
Sep 21, 2024
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 StrongBuy and ERBAX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 128B vs. ERBAX (722M). CWGFX pays higher dividends than ERBAX: CWGFX (1.64) vs ERBAX (1.02). CWGFX was incepted earlier than ERBAX: CWGFX (24 years) vs ERBAX (14 years). 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 : 24.64 vs. ERBAX (16.15). CWGFX return over 5 years is better than : 45.58 vs. ERBAX (17.49).
| CWGFX | ERBAX | CWGFX / ERBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 14.140 | 15.680 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 722M | 17,729% |
| Annual Yield % from dividends | 1.64 | 1.02 | 161% |
| Returns for 1 year | 24.64 | 16.15 | 153% |
| Returns for 3 years | 8.96 | -5.10 | -176% |
| Returns for 5 years | 45.58 | 17.49 | 261% |
| Returns for 10 years | 52.63 | 34.87 | 151% |
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