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CWGFX vs ERBAX
CWGFX vs ERBAX Comparison
Open Charts CWGFX vs ERBAX
American Funds Capital World Gr&Inc F1
Price$67.04
Change-$0.72 (-1.06%)
VolumeN/A
CapitalizationN/A
Eaton Vance Richard Bernstein Eq Strat A
Price$18.97
Change-$0.18 (-0.94%)
VolumeN/A
CapitalizationN/A
CWGFX vs ERBAX Comparison Chart
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CWGFX vs. ERBAX commentary
Nov 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 Sell and ERBAX is a StrongSell.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 125B vs. ERBAX (704M). 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). CWGFX annual gain was more profitable for investors over the last year : 19.02 vs. ERBAX (13.80). CWGFX return over 5 years is better than : 38.62 vs. ERBAX (14.21).
| 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 | 13.044 | 15.741 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 704M | 17,756% |
| Annual Yield % from dividends | 1.64 | 1.02 | 161% |
| Returns for 1 year | 19.02 | 13.80 | 138% |
| Returns for 3 years | 3.12 | -10.41 | -30% |
| Returns for 5 years | 38.62 | 14.21 | 272% |
| Returns for 10 years | 49.28 | 33.20 | 148% |
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