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CWGFX vs ERBIX
CWGFX vs ERBIX Comparison
Open Charts CWGFX vs ERBIX
American Funds Capital World Gr&Inc F1
Price$63.73
Change+$0.23 (+0.36%)
VolumeN/A
Net Assets122.78B
Eaton Vance RBA Equity Strategy Fd Cl I
Price$17.83
Change+$0.13 (+0.73%)
VolumeN/A
Net Assets681.3M
CWGFX vs ERBIX Comparison Chart
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CWGFX vs. ERBIX commentary
Apr 03, 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 Buy and ERBIX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 123B vs. ERBIX (681M). CWGFX pays higher dividends than ERBIX: CWGFX (1.59) vs ERBIX (0.87). CWGFX was incepted earlier than ERBIX: CWGFX (24 years) vs ERBIX (14 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). ERBIX annual gain was more profitable for investors over the last year : 1.71 vs. CWGFX (-0.03). CWGFX return over 5 years is better than : 65.14 vs. ERBIX (34.73).
| 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 | 14 years | - |
| Gain YTD | 0.481 | -2.706 | -18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123B | 681M | 18,062% |
| Annual Yield % from dividends | 1.59 | 0.87 | 182% |
| Returns for 1 year | -0.03 | 1.71 | -2% |
| Returns for 3 years | 11.98 | -3.42 | -351% |
| Returns for 5 years | 65.14 | 34.73 | 188% |
| Returns for 10 years | 41.40 | 24.65 | 168% |
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