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CWGFX vs ERBCX
CWGFX vs ERBCX Comparison
Open Charts CWGFX vs ERBCX
American Funds Capital World Gr&Inc F1
Price$71.17
Change+$0.43 (+0.61%)
VolumeN/A
Net Assets134.28B
Eaton Vance RBA Equity Strategy Fd Cl C
Price$19.10
Change+$0.11 (+0.58%)
VolumeN/A
Net Assets633.99M
CWGFX vs ERBCX Comparison Chart in %
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CWGFX vs. ERBCX commentary
Aug 07, 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 ERBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 134B vs. ERBCX (634M). CWGFX pays higher dividends than ERBCX: CWGFX (1.42) vs ERBCX (0.00). CWGFX was incepted earlier than ERBCX: CWGFX (24 years) vs ERBCX (15 years). ERBCX (2.05) is less costly to investors than CWGFX (0.80). ERBCX is a more actively managed with annual turnover of: 35.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than ERBCX: CWGFX (250) vs ERBCX (1000). CWGFX annual gain was more profitable for investors over the last year : 15.72 vs. ERBCX (11.57). CWGFX return over 5 years is better than : 45.70 vs. ERBCX (13.94).
| CWGFX | ERBCX | CWGFX / ERBCX | |
| Total Expense Ratio | 0.80 | 2.05 | 39% |
| Annual Report Gross Expense Ratio | 0.80 | 2.05 | 39% |
| Fund Existence | 24 years | 15 years | - |
| Gain YTD | 13.172 | 7.349 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 634M | 21,136% |
| Annual Yield % from dividends | 1.42 | 0.00 | - |
| Returns for 1 year | 15.72 | 11.57 | 136% |
| Returns for 3 years | 42.74 | 14.81 | 289% |
| Returns for 5 years | 45.70 | 13.94 | 328% |
| Returns for 10 years | 59.80 | 31.18 | 192% |
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