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CWIAX vs ERBIX
CWIAX vs ERBIX Comparison
Open Charts CWIAX vs ERBIX
American Funds Capital World Gr&Inc 529A
Price$68.87
Change+$0.24 (+0.35%)
VolumeN/A
CapitalizationN/A
Eaton Vance Richard Bernstein Eq Strat I
Price$19.33
Change+$0.03 (+0.16%)
VolumeN/A
CapitalizationN/A
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CWIAX vs ERBIX Comparison Chart
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CWIAX vs. ERBIX commentary
Oct 18, 2024
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 StrongBuy and ERBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 129B vs. ERBIX (724M). CWIAX pays higher dividends than ERBIX: CWIAX (1.67) vs ERBIX (1.24). CWIAX was incepted earlier than ERBIX: CWIAX (23 years) vs ERBIX (14 years). ERBIX is a more actively managed with annual turnover of: 35.00 vs. CWIAX (27.00). CWIAX has a lower initial minimum investment than ERBIX: CWIAX (250) vs ERBIX (1000000). CWIAX annual gain was more profitable for investors over the last year : 25.86 vs. ERBIX (18.52). CWIAX return over 5 years is better than : 53.11 vs. ERBIX (19.82).
| CWIAX | ERBIX | CWIAX / ERBIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | 15.947 | 17.755 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129B | 724M | 17,818% |
| Annual Yield % from dividends | 1.67 | 1.24 | 134% |
| Returns for 1 year | 25.86 | 18.52 | 140% |
| Returns for 3 years | 11.09 | -6.22 | -178% |
| Returns for 5 years | 53.11 | 19.82 | 268% |
| Returns for 10 years | 87.06 | 46.17 | 189% |
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