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CWGFX vs ERBCX
CWGFX vs ERBCX Comparison
Open Charts CWGFX vs ERBCX
American Funds Capital World Gr&Inc F1
Price$61.51
Change-$2.22 (-3.48%)
VolumeN/A
Net Assets123.19B
Eaton Vance RBA Equity Strategy Fd Cl C
Price$16.65
Change-$0.73 (-4.20%)
VolumeN/A
Net Assets650.12M
CWGFX vs ERBCX Comparison Chart
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CWGFX vs. ERBCX commentary
Apr 04, 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 Buy and ERBCX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 123B vs. ERBCX (650M). CWGFX pays higher dividends than ERBCX: CWGFX (1.59) vs ERBCX (0.00). CWGFX was incepted earlier than ERBCX: CWGFX (24 years) vs ERBCX (14 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). ERBCX annual gain was more profitable for investors over the last year : 2.06 vs. CWGFX (0.19). CWGFX return over 5 years is better than : 68.06 vs. ERBCX (32.79).
| 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 | 14 years | - |
| Gain YTD | 0.845 | -1.752 | -48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 650M | 18,923% |
| Annual Yield % from dividends | 1.59 | 0.00 | - |
| Returns for 1 year | 0.19 | 2.06 | 9% |
| Returns for 3 years | 11.40 | -5.16 | -221% |
| Returns for 5 years | 68.06 | 32.79 | 208% |
| Returns for 10 years | 40.90 | 18.53 | 221% |
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