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CWGFX vs ERBAX
CWGFX vs ERBAX Comparison
Open Charts CWGFX vs ERBAX
American Funds Capital World Gr&Inc F1
Price$72.60
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
Eaton Vance RBA Equity Strategy Fd Cl A
Price$19.94
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets633.99M
CWGFX vs ERBAX Comparison Chart in %
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CWGFX vs. ERBAX commentary
Aug 16, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 137B vs. ERBAX (634M). CWGFX pays higher dividends than ERBAX: CWGFX (1.42) vs ERBAX (0.55). 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 : 11.40 vs. ERBAX (9.17). CWGFX return over 5 years is better than : 47.31 vs. ERBAX (19.23).
| 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 | 15.446 | 10.276 | 150% |
| 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 | 1.42 | 0.55 | 258% |
| Returns for 1 year | 11.40 | 9.17 | 124% |
| Returns for 3 years | 41.09 | 16.30 | 252% |
| Returns for 5 years | 47.31 | 19.23 | 246% |
| Returns for 10 years | 64.09 | 40.79 | 157% |
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