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CWGFX vs ERBCX
CWGFX vs ERBCX Comparison
Open Charts CWGFX vs ERBCX
American Funds Capital World Gr&Inc F1
Price$71.40
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
Eaton Vance RBA Equity Strategy Fd Cl C
Price$18.96
Change+$0.10 (+0.53%)
VolumeN/A
Net Assets672.74M
CWGFX vs ERBCX Comparison Chart in %
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CWGFX vs. ERBCX commentary
Jul 05, 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: 136B vs. ERBCX (673M). 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 : 9.29 vs. ERBCX (5.86). CWGFX return over 5 years is better than : 52.71 vs. ERBCX (20.71).
| 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 | 13.538 | 7.179 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 673M | 20,208% |
| Annual Yield % from dividends | 1.42 | 0.00 | - |
| Returns for 1 year | 9.29 | 5.86 | 158% |
| Returns for 3 years | 50.04 | 19.38 | 258% |
| Returns for 5 years | 52.71 | 20.71 | 255% |
| Returns for 10 years | 62.66 | 32.70 | 192% |
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