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CWGFX vs ERBIX
CWGFX vs ERBIX Comparison
Open Charts CWGFX vs ERBIX
American Funds Capital World Gr&Inc F1
Price$66.11
Change-$0.88 (-1.31%)
VolumeN/A
Net Assets130.16B
Eaton Vance RBA Equity Strategy Fd Cl I
Price$18.51
Change-$0.29 (-1.54%)
VolumeN/A
Net Assets698.92M
CWGFX vs ERBIX Comparison Chart
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CWGFX vs. ERBIX commentary
Feb 23, 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 ERBIX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 130B vs. ERBIX (699M). 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). ERBIX annual gain was more profitable for investors over the last year : 11.26 vs. CWGFX (7.04). CWGFX return over 5 years is better than : 32.49 vs. ERBIX (15.26).
| 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 | 4.307 | 3.810 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 699M | 18,598% |
| Annual Yield % from dividends | 1.64 | 1.24 | 132% |
| Returns for 1 year | 7.04 | 11.26 | 63% |
| Returns for 3 years | 16.46 | 5.37 | 307% |
| Returns for 5 years | 32.49 | 15.26 | 213% |
| Returns for 10 years | 44.44 | 32.20 | 138% |
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