Ad is loading...
CWGFX vs ERBIX
CWGFX vs ERBIX Comparison
Open Charts CWGFX vs ERBIX
American Funds Capital World Gr&Inc F1
Price$64.68
Change+$0.47 (+0.73%)
VolumeN/A
Net Assets125.76B
Eaton Vance Richard Bernstein Eq Strat I
Price$18.50
Change+$0.13 (+0.71%)
VolumeN/A
Net Assets688.18M
CWGFX vs ERBIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CWGFX vs. ERBIX commentary
Jan 18, 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 Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 126B vs. ERBIX (688M). 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). ERBIX annual gain was more profitable for investors over the last year : 16.02 vs. CWGFX (10.89). CWGFX return over 5 years is better than : 27.58 vs. ERBIX (13.82).
| 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 | 2.051 | 2.154 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126B | 688M | 18,314% |
| Annual Yield % from dividends | 1.64 | 1.24 | 132% |
| Returns for 1 year | 10.89 | 16.02 | 68% |
| Returns for 3 years | 8.51 | -1.14 | -748% |
| Returns for 5 years | 27.58 | 13.82 | 200% |
| Returns for 10 years | 47.73 | 36.26 | 132% |
View a ticker or compare two or three
VS
VS
Ad is loading...