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CWGFX vs ERBAX
CWGFX vs ERBAX Comparison
Open Charts CWGFX vs ERBAX
American Funds Capital World Gr&Inc F1
Price$66.15
Change+$0.55 (+0.84%)
VolumeN/A
Net Assets128.02B
Eaton Vance Richard Bernstein Eq Strat A
Price$18.65
Change+$0.13 (+0.70%)
VolumeN/A
Net Assets688.18M
CWGFX vs ERBAX Comparison Chart
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CWGFX vs. ERBAX commentary
Jan 31, 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: 128B vs. ERBAX (688M). 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). ERBAX annual gain was more profitable for investors over the last year : 14.64 vs. CWGFX (11.49). CWGFX return over 5 years is better than : 35.83 vs. ERBAX (16.77).
| 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 | 4.370 | 2.320 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 688M | 18,605% |
| Annual Yield % from dividends | 1.64 | 1.02 | 161% |
| Returns for 1 year | 11.49 | 14.64 | 79% |
| Returns for 3 years | 13.20 | 0.43 | 3,101% |
| Returns for 5 years | 35.83 | 16.77 | 214% |
| Returns for 10 years | 49.85 | 34.63 | 144% |
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