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CWIAX vs EIDIX
CWIAX vs EIDIX Comparison
Open Charts CWIAX vs EIDIX
American Funds Capital World Gr&Inc 529A
Price$66.79
Change-$0.04 (-0.06%)
VolumeN/A
Net Assets128.47B
Eaton Vance Global Equity Income I
Price$17.35
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets649.58M
CWIAX vs EIDIX Comparison Chart
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CWIAX vs. EIDIX commentary
May 23, 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 EIDIX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 128B vs. EIDIX (650M). EIDIX pays higher dividends than CWIAX: EIDIX (4.40) vs CWIAX (1.61). CWIAX was incepted earlier than EIDIX: CWIAX (23 years) vs EIDIX (18 years). EIDIX (0.93) is less costly to investors than CWIAX (0.78). EIDIX is a more actively managed with annual turnover of: 136.00 vs. CWIAX (27.00). CWIAX has a lower initial minimum investment than EIDIX: CWIAX (250) vs EIDIX (1000000). EIDIX annual gain was more profitable for investors over the last year : 4.97 vs. CWIAX (3.44). EIDIX return over 5 years is better than : 72.18 vs. CWIAX (59.09).
| CWIAX | EIDIX | CWIAX / EIDIX | |
| Total Expense Ratio | 0.78 | 0.93 | 84% |
| Annual Report Gross Expense Ratio | 0.78 | 0.93 | 84% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 5.899 | 5.906 | 100% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 128B | 650M | 19,692% |
| Annual Yield % from dividends | 1.61 | 4.40 | 37% |
| Returns for 1 year | 3.44 | 4.97 | 69% |
| Returns for 3 years | 32.20 | 35.95 | 90% |
| Returns for 5 years | 59.09 | 72.18 | 82% |
| Returns for 10 years | 64.57 | 71.13 | 91% |
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