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CWGFX vs ERBCX
CWGFX vs ERBCX Comparison
Open Charts CWGFX vs ERBCX
American Funds Capital World Gr&Inc F1
Price$63.45
Change+$0.18 (+0.28%)
VolumeN/A
Net Assets121.98B
Eaton Vance RBA Equity Strategy Fd Cl C
Price$17.14
Change+$0.05 (+0.29%)
VolumeN/A
Net Assets650.12M
CWGFX vs ERBCX Comparison Chart
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CWGFX vs. ERBCX commentary
Apr 29, 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: 122B 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 (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). ERBCX (1.61) and CWGFX (1.59) have marching annual gain over last year. CWGFX return over 5 years is better than : 46.71 vs. ERBCX (15.72).
| 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 | 0.402 | -3.392 | -12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122B | 650M | 18,769% |
| Annual Yield % from dividends | 1.59 | 0.00 | - |
| Returns for 1 year | 1.59 | 1.61 | 99% |
| Returns for 3 years | 22.54 | 1.43 | 1,580% |
| Returns for 5 years | 46.71 | 15.72 | 297% |
| Returns for 10 years | 38.14 | 15.92 | 240% |
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