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CWGFX vs ERBIX
CWGFX vs ERBIX Comparison
Open Charts CWGFX vs ERBIX
American Funds Capital World Gr&Inc F1
Price$75.22
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.97B
Eaton Vance Equity Strategy I
Price$20.59
Change+$0.07 (+0.34%)
VolumeN/A
Net Assets460.16M
CWGFX vs ERBIX Comparison Chart in %
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CWGFX vs. ERBIX commentary
Oct 18, 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 Hold and ERBIX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 141B vs. ERBIX (460M). CWGFX pays higher dividends than ERBIX: CWGFX (1.35) vs ERBIX (0.75). CWGFX was incepted earlier than ERBIX: CWGFX (25 years) vs ERBIX (15 years). ERBIX (0.88) 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 : 10.86 vs. ERBIX (7.05). CWGFX return over 5 years is better than : 50.66 vs. ERBIX (20.42).
| CWGFX | ERBIX | CWGFX / ERBIX | |
| Total Expense Ratio | 0.80 | 0.87 | 92% |
| Annual Report Gross Expense Ratio | 0.80 | 0.88 | 91% |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | 20.057 | 13.308 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 460M | 30,652% |
| Annual Yield % from dividends | 1.35 | 0.75 | 180% |
| Returns for 1 year | 10.86 | 7.05 | 154% |
| Returns for 3 years | 66.99 | 36.85 | 182% |
| Returns for 5 years | 50.66 | 20.42 | 248% |
| Returns for 10 years | 77.14 | 51.35 | 150% |
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