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CWGFX vs ERBAX
CWGFX vs ERBAX Comparison
Open Charts CWGFX vs ERBAX
American Funds Capital World Gr&Inc F1
Price$71.30
Change-$0.31 (-0.43%)
VolumeN/A
Net Assets136.29B
Eaton Vance RBA Equity Strategy Fd Cl A
Price$19.41
Change-$0.09 (-0.46%)
VolumeN/A
Net Assets672.74M
CWGFX vs ERBAX Comparison Chart in %
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CWGFX vs. ERBAX commentary
Jul 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: 136B vs. ERBAX (673M). CWGFX pays higher dividends than ERBAX: CWGFX (1.42) vs ERBAX (0.56). 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 : 7.68 vs. ERBAX (5.34). CWGFX return over 5 years is better than : 49.48 vs. ERBAX (22.42).
| 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 | 13.379 | 7.735 | 173% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 673M | 20,208% |
| Annual Yield % from dividends | 1.42 | 0.56 | 256% |
| Returns for 1 year | 7.68 | 5.34 | 144% |
| Returns for 3 years | 52.59 | 23.37 | 225% |
| Returns for 5 years | 49.48 | 22.42 | 221% |
| Returns for 10 years | 58.61 | 35.80 | 164% |