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CWGFX vs ERBCX
CWGFX vs ERBCX Comparison
Open Charts CWGFX vs ERBCX
American Funds Capital World Gr&Inc F1
Price$66.91
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets128.47B
Eaton Vance RBA Equity Strategy Fd Cl C
Price$17.98
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets629.26M
CWGFX vs ERBCX Comparison Chart
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CWGFX vs. ERBCX commentary
May 24, 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: 128B vs. ERBCX (629M). CWGFX pays higher dividends than ERBCX: CWGFX (1.58) 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 : 3.41 vs. ERBCX (2.92). CWGFX return over 5 years is better than : 54.27 vs. ERBCX (22.14).
| 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 | 5.877 | 1.696 | 347% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 629M | 20,350% |
| Annual Yield % from dividends | 1.58 | 0.00 | - |
| Returns for 1 year | 3.41 | 2.92 | 117% |
| Returns for 3 years | 29.97 | 9.09 | 330% |
| Returns for 5 years | 54.27 | 22.14 | 245% |
| Returns for 10 years | 44.04 | 20.74 | 212% |
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