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CWIAX vs EADIX
CWIAX vs EADIX Comparison
Open Charts CWIAX vs EADIX
American Funds Capital World Gr&Inc 529A
Price$68.37
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets130.89B
Eaton Vance Global Equity Income A
Price$17.62
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets679.37M
CWIAX vs EADIX Comparison Chart in %
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CWIAX vs. EADIX commentary
Jun 20, 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 CWIAX is a Buy and EADIX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 131B vs. EADIX (679M). EADIX pays higher dividends than CWIAX: EADIX (3.95) vs CWIAX (1.52). CWIAX was incepted earlier than EADIX: CWIAX (23 years) vs EADIX (22 years). EADIX (1.18) is less costly to investors than CWIAX (0.78). EADIX is a more actively managed with annual turnover of: 136.00 vs. CWIAX (27.00). EADIX initial investment is less costly to investors than CWIAX (4%) vs CWIAX (4%). CWIAX has a lower initial minimum investment than EADIX: CWIAX (250) vs EADIX (1000). CWIAX annual gain was more profitable for investors over the last year : 5.70 vs. EADIX (5.25). EADIX return over 5 years is better than : 62.21 vs. CWIAX (53.47).
| CWIAX | EADIX | CWIAX / EADIX | |
| Total Expense Ratio | 0.78 | 1.18 | 66% |
| Annual Report Gross Expense Ratio | 0.78 | 1.18 | 66% |
| Fund Existence | 23 years | 22 years | - |
| Gain YTD | 8.951 | 7.698 | 116% |
| Front Load | 4% | 5% | 67% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 679M | 19,293% |
| Annual Yield % from dividends | 1.52 | 3.95 | 39% |
| Returns for 1 year | 5.70 | 5.25 | 109% |
| Returns for 3 years | 48.06 | 50.48 | 95% |
| Returns for 5 years | 53.47 | 62.21 | 86% |
| Returns for 10 years | 72.15 | 75.79 | 95% |