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CWGFX vs ERBIX
CWGFX vs ERBIX Comparison
Open Charts CWGFX vs ERBIX
American Funds Capital World Gr&Inc F1
Price$63.48
Change-$1.79 (-2.74%)
VolumeN/A
CapitalizationN/A
Eaton Vance Richard Bernstein Eq Strat I
Price$18.83
Change-$0.56 (-2.89%)
VolumeN/A
CapitalizationN/A
CWGFX vs ERBIX Comparison Chart
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CWGFX vs. ERBIX commentary
Dec 19, 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 Buy and ERBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 121B vs. ERBIX (726M). 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 (12.45) and CWGFX (12.01) have marching annual gain over last year. CWGFX return over 5 years is better than : 32.35 vs. ERBIX (23.79).
| 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 | 10.423 | 18.975 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 726M | 16,667% |
| Annual Yield % from dividends | 1.64 | 1.24 | 132% |
| Returns for 1 year | 12.01 | 12.45 | 96% |
| Returns for 3 years | 9.87 | 4.93 | 200% |
| Returns for 5 years | 32.35 | 23.79 | 136% |
| Returns for 10 years | 47.57 | 38.66 | 123% |
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