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CWGFX vs ERBCX
CWGFX vs ERBCX Comparison
Open Charts CWGFX vs ERBCX
American Funds Capital World Gr&Inc F1
Price$68.00
Change+$0.23 (+0.34%)
VolumeN/A
CapitalizationN/A
Eaton Vance Richard Bernstein Eq Strat C
Price$18.80
Change+$0.11 (+0.59%)
VolumeN/A
CapitalizationN/A
CWGFX vs ERBCX Comparison Chart
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CWGFX vs. ERBCX commentary
Nov 23, 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 StrongBuy and ERBCX is a StrongSell.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 126B vs. ERBCX (704M). CWGFX pays higher dividends than ERBCX: CWGFX (1.64) vs ERBCX (0.23). CWGFX was incepted earlier than ERBCX: CWGFX (24 years) vs ERBCX (14 years). 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 : 18.76 vs. ERBCX (13.06). CWGFX return over 5 years is better than : 40.63 vs. ERBCX (12.20).
| CWGFX | ERBCX | CWGFX / ERBCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 14.275 | 16.521 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126B | 704M | 17,898% |
| Annual Yield % from dividends | 1.64 | 0.23 | 724% |
| Returns for 1 year | 18.76 | 13.06 | 144% |
| Returns for 3 years | 6.04 | -10.31 | -59% |
| Returns for 5 years | 40.63 | 12.20 | 333% |
| Returns for 10 years | 49.63 | 28.41 | 175% |