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CWGFX vs ERBIX
CWGFX vs ERBIX Comparison
Open Charts CWGFX vs ERBIX
American Funds Capital World Gr&Inc F1
Price$67.04
Change-$0.72 (-1.06%)
VolumeN/A
CapitalizationN/A
Eaton Vance Richard Bernstein Eq Strat I
Price$19.02
Change-$0.18 (-0.94%)
VolumeN/A
CapitalizationN/A
CWGFX vs ERBIX Comparison Chart
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CWGFX vs. ERBIX commentary
Nov 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 Sell and ERBIX is a StrongSell.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 125B vs. ERBIX (704M). 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 : 19.02 vs. ERBIX (14.10). CWGFX return over 5 years is better than : 38.62 vs. ERBIX (15.07).
| 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 | 13.044 | 16.046 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 704M | 17,756% |
| Annual Yield % from dividends | 1.64 | 1.24 | 132% |
| Returns for 1 year | 19.02 | 14.10 | 135% |
| Returns for 3 years | 3.12 | -9.99 | -31% |
| Returns for 5 years | 38.62 | 15.07 | 256% |
| Returns for 10 years | 49.28 | 34.24 | 144% |
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