CWGFX
Price
$72.30
Change
+$0.04 (+0.06%)
Updated
Jul 25 closing price
Net Assets
137.3B
ERBIX
Price
$19.86
Change
+$0.05 (+0.25%)
Updated
Jul 25 closing price
Net Assets
672.74M
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CWGFX vs ERBIX

Header iconCWGFX vs ERBIX Comparison
Open Charts CWGFX vs ERBIXBanner chart's image
American Funds Capital World Gr&Inc F1
Price$72.30
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets137.3B
Eaton Vance RBA Equity Strategy Fd Cl I
Price$19.86
Change+$0.05 (+0.25%)
VolumeN/A
Net Assets672.74M
CWGFX vs ERBIX Comparison Chart in %
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CWGFX vs. ERBIX commentary
Jul 26, 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 Buy.

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FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 137B vs. ERBIX (673M). CWGFX pays higher dividends than ERBIX: CWGFX (1.42) vs ERBIX (0.80). 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 : 13.72 vs. ERBIX (10.06). CWGFX return over 5 years is better than : 50.98 vs. ERBIX (23.26).
CWGFXERBIXCWGFX / ERBIX
Total Expense Ratio0.801.0576%
Annual Report Gross Expense Ratio0.801.0576%
Fund Existence24 years15 years-
Gain YTD14.9699.387159%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets137B673M20,357%
Annual Yield % from dividends1.420.80179%
Returns for 1 year13.7210.06136%
Returns for 3 years50.8023.04220%
Returns for 5 years50.9823.26219%
Returns for 10 years62.8540.80154%
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