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CWGFX vs ERBIX
CWGFX vs ERBIX Comparison
Open Charts CWGFX vs ERBIX
American Funds Capital World Gr&Inc F1
Price$71.40
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.13B
Eaton Vance RBA Equity Strategy Fd Cl I
Price$19.51
Change+$0.10 (+0.52%)
VolumeN/A
Net Assets672.74M
CWGFX vs ERBIX Comparison Chart in %
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CWGFX vs. ERBIX commentary
Jul 04, 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 ERBIX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 135B vs. ERBIX (673M). CWGFX pays higher dividends than ERBIX: CWGFX (1.42) vs ERBIX (0.80). CWGFX was incepted earlier than ERBIX: CWGFX (24 years) vs ERBIX (15 years). ERBIX (1.05) is less costly to investors than CWGFX (0.80). ERBIX is a more actively managed with annual turnover of: 35.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than ERBIX: CWGFX (250) vs ERBIX (1000000). CWGFX annual gain was more profitable for investors over the last year : 9.29 vs. ERBIX (6.38). CWGFX return over 5 years is better than : 52.71 vs. ERBIX (24.95).
| CWGFX | ERBIX | CWGFX / ERBIX | |
| Total Expense Ratio | 0.80 | 1.05 | 76% |
| Annual Report Gross Expense Ratio | 0.80 | 1.05 | 76% |
| Fund Existence | 24 years | 15 years | - |
| Gain YTD | 13.538 | 7.178 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 673M | 20,059% |
| Annual Yield % from dividends | 1.42 | 0.80 | 179% |
| Returns for 1 year | 9.29 | 6.38 | 146% |
| Returns for 3 years | 50.04 | 21.67 | 231% |
| Returns for 5 years | 52.71 | 24.95 | 211% |
| Returns for 10 years | 62.66 | 39.56 | 158% |
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