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CWGFX vs ERBIX
CWGFX vs ERBIX Comparison
Open Charts CWGFX vs ERBIX
American Funds Capital World Gr&Inc F1
Price$72.30
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.
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).
| 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 | 14.969 | 9.387 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 673M | 20,357% |
| Annual Yield % from dividends | 1.42 | 0.80 | 179% |
| Returns for 1 year | 13.72 | 10.06 | 136% |
| Returns for 3 years | 50.80 | 23.04 | 220% |
| Returns for 5 years | 50.98 | 23.26 | 219% |
| Returns for 10 years | 62.85 | 40.80 | 154% |
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