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CWGFX vs ERBIX
CWGFX vs ERBIX Comparison
Open Charts CWGFX vs ERBIX
American Funds Capital World Gr&Inc F1
Price$68.98
Change+$0.24 (+0.35%)
VolumeN/A
CapitalizationN/A
Eaton Vance Richard Bernstein Eq Strat I
Price$19.33
Change+$0.03 (+0.16%)
VolumeN/A
CapitalizationN/A
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CWGFX vs ERBIX Comparison Chart
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CWGFX vs. ERBIX commentary
Oct 18, 2024
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 ERBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 129B vs. ERBIX (724M). CWGFX pays higher dividends than ERBIX: CWGFX (1.64) vs ERBIX (1.24). CWGFX was incepted earlier than ERBIX: CWGFX (24 years) vs ERBIX (14 years). 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 : 25.84 vs. ERBIX (18.52). CWGFX return over 5 years is better than : 47.44 vs. ERBIX (19.82).
| CWGFX | ERBIX | CWGFX / ERBIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 15.911 | 17.755 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129B | 724M | 17,818% |
| Annual Yield % from dividends | 1.64 | 1.24 | 132% |
| Returns for 1 year | 25.84 | 18.52 | 140% |
| Returns for 3 years | 8.83 | -6.22 | -142% |
| Returns for 5 years | 47.44 | 19.82 | 239% |
| Returns for 10 years | 63.17 | 46.17 | 137% |
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