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CWGFX vs ERBAX
CWGFX vs ERBAX Comparison
Open Charts CWGFX vs ERBAX
American Funds Capital World Gr&Inc F1
Price$73.04
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets136.94B
Eaton Vance Equity Strategy A
Price$19.97
Change+$0.15 (+0.76%)
VolumeN/A
Net Assets633.99M
CWGFX vs ERBAX Comparison Chart in %
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CWGFX vs. ERBAX commentary
Sep 06, 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 StrongBuy and ERBAX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 137B vs. ERBAX (634M). CWGFX pays higher dividends than ERBAX: CWGFX (1.39) vs ERBAX (0.54). 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 : 13.11 vs. ERBAX (9.88). CWGFX return over 5 years is better than : 46.91 vs. ERBAX (18.20).
| 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 | 16.146 | 10.331 | 156% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 634M | 21,609% |
| Annual Yield % from dividends | 1.39 | 0.54 | 257% |
| Returns for 1 year | 13.11 | 9.88 | 133% |
| Returns for 3 years | 53.92 | 26.11 | 206% |
| Returns for 5 years | 46.91 | 18.20 | 258% |
| Returns for 10 years | 75.40 | 50.08 | 151% |
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