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CWGFX vs ERBCX
CWGFX vs ERBCX Comparison
Open Charts CWGFX vs ERBCX
American Funds Capital World Gr&Inc F1
Price$75.91
Change+$0.35 (+0.46%)
VolumeN/A
Net Assets142.48B
Eaton Vance Equity Strategy C
Price$20.11
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets460.16M
CWGFX vs ERBCX Comparison Chart in %
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CWGFX vs. ERBCX commentary
Oct 06, 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 Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. ERBCX (460M). CWGFX pays higher dividends than ERBCX: CWGFX (1.35) vs ERBCX (0.00). CWGFX was incepted earlier than ERBCX: CWGFX (25 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 : 13.03 vs. ERBCX (9.47). CWGFX return over 5 years is better than : 55.88 vs. ERBCX (20.88).
| CWGFX | ERBCX | CWGFX / ERBCX | |
| Total Expense Ratio | 0.80 | 2.05 | 39% |
| Annual Report Gross Expense Ratio | 0.80 | 2.05 | 39% |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | 21.013 | 13.680 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 460M | 30,870% |
| Annual Yield % from dividends | 1.35 | 0.00 | - |
| Returns for 1 year | 13.03 | 9.47 | 138% |
| Returns for 3 years | 63.81 | 32.36 | 197% |
| Returns for 5 years | 55.88 | 20.88 | 268% |
| Returns for 10 years | 82.75 | 47.58 | 174% |
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