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CWGFX vs ERBIX
CWGFX vs ERBIX Comparison
Open Charts CWGFX vs ERBIX
American Funds Capital World Gr&Inc F1
Price$72.60
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
Eaton Vance RBA Equity Strategy Fd Cl I
Price$19.98
Change-$0.03 (-0.15%)
VolumeN/A
Net Assets633.99M
CWGFX vs ERBIX Comparison Chart in %
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CWGFX vs. ERBIX commentary
Aug 17, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 137B vs. ERBIX (634M). CWGFX pays higher dividends than ERBIX: CWGFX (1.42) vs ERBIX (0.79). 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 : 11.40 vs. ERBIX (9.32). CWGFX return over 5 years is better than : 47.31 vs. ERBIX (20.02).
| 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 | 15.446 | 10.326 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 634M | 21,609% |
| Annual Yield % from dividends | 1.42 | 0.79 | 180% |
| Returns for 1 year | 11.40 | 9.32 | 122% |
| Returns for 3 years | 41.09 | 16.72 | 246% |
| Returns for 5 years | 47.31 | 20.02 | 236% |
| Returns for 10 years | 64.09 | 42.01 | 153% |
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