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CWIEX vs ERBAX
CWIEX vs ERBAX Comparison
Open Charts CWIEX vs ERBAX
American Funds Capital World Gr&Inc 529E
Price$74.26
Change-$0.68 (-0.91%)
VolumeN/A
Net Assets139.93B
Eaton Vance Equity Strategy A
Price$20.44
Change-$0.18 (-0.87%)
VolumeN/A
Net Assets459.69M
CWIEX vs ERBAX Comparison Chart in %
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CWIEX vs. ERBAX commentary
Nov 19, 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 CWIEX is a Hold and ERBAX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 140B vs. ERBAX (460M). CWIEX pays higher dividends than ERBAX: CWIEX (1.15) vs ERBAX (0.51). CWIEX was incepted earlier than ERBAX: CWIEX (24 years) vs ERBAX (15 years). ERBAX (1.13) is less costly to investors than CWIEX (1.00). ERBAX is a more actively managed with annual turnover of: 35.00 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than ERBAX: CWIEX (250) vs ERBAX (1000). CWIEX annual gain was more profitable for investors over the last year : 11.86 vs. ERBAX (8.88). CWIEX return over 5 years is better than : 42.92 vs. ERBAX (16.39).
| CWIEX | ERBAX | CWIEX / ERBAX | |
| Total Expense Ratio | 1.00 | 1.12 | 89% |
| Annual Report Gross Expense Ratio | 1.00 | 1.13 | 88% |
| Fund Existence | 24 years | 15 years | - |
| Gain YTD | 18.591 | 13.923 | 134% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 460M | 30,435% |
| Annual Yield % from dividends | 1.15 | 0.51 | 225% |
| Returns for 1 year | 11.86 | 8.88 | 134% |
| Returns for 3 years | 50.41 | 27.06 | 186% |
| Returns for 5 years | 42.92 | 16.39 | 262% |
| Returns for 10 years | 91.62 | 46.93 | 195% |
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