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CWGFX vs ERBAX
CWGFX vs ERBAX Comparison
Open Charts CWGFX vs ERBAX
American Funds Capital World Gr&Inc F1
Price$65.27
Change-$4.68 (-6.69%)
VolumeN/A
CapitalizationN/A
Eaton Vance Richard Bernstein Eq Strat A
Price$19.33
Change-$0.12 (-0.62%)
VolumeN/A
CapitalizationN/A
CWGFX vs ERBAX Comparison Chart
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CWGFX vs. ERBAX commentary
Dec 18, 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 Buy and ERBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 130B vs. ERBAX (726M). 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 (12.22) and CWGFX (12.01) have marching annual gain over last year. CWGFX return over 5 years is better than : 32.35 vs. ERBAX (22.89).
| 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 | 10.423 | 18.670 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 726M | 17,906% |
| Annual Yield % from dividends | 1.64 | 1.02 | 161% |
| Returns for 1 year | 12.01 | 12.22 | 98% |
| Returns for 3 years | 9.87 | 4.46 | 221% |
| Returns for 5 years | 32.35 | 22.89 | 141% |
| Returns for 10 years | 47.57 | 37.69 | 126% |
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