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CWGFX vs ERBCX
CWGFX vs ERBCX Comparison
Open Charts CWGFX vs ERBCX
American Funds Capital World Gr&Inc F1
Price$72.64
Change+$0.07 (+0.10%)
VolumeN/A
Net Assets136.73B
Eaton Vance Equity Strategy C
Price$19.40
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets633.99M
CWGFX vs ERBCX Comparison Chart in %
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CWGFX vs. ERBCX commentary
Aug 28, 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 Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 137B 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 : 9.54 vs. ERBCX (6.07). CWGFX return over 5 years is better than : 43.33 vs. ERBCX (11.77).
| 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 | 15.510 | 9.610 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 634M | 21,609% |
| Annual Yield % from dividends | 1.42 | 0.00 | - |
| Returns for 1 year | 9.54 | 6.07 | 157% |
| Returns for 3 years | 47.88 | 19.17 | 250% |
| Returns for 5 years | 43.33 | 11.77 | 368% |
| Returns for 10 years | 72.22 | 41.58 | 174% |
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