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CWIEX vs ERBAX
CWIEX vs ERBAX Comparison
Open Charts CWIEX vs ERBAX
American Funds Capital World Gr&Inc 529E
Price$72.78
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets136.94B
Eaton Vance Equity Strategy A
Price$19.97
Change+$0.15 (+0.76%)
VolumeN/A
Net Assets633.99M
CWIEX vs ERBAX Comparison Chart in %
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CWIEX vs. ERBAX commentary
Sep 06, 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 StrongBuy and ERBAX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B vs. ERBAX (634M). CWIEX pays higher dividends than ERBAX: CWIEX (1.22) vs ERBAX (0.54). CWIEX was incepted earlier than ERBAX: CWIEX (24 years) vs ERBAX (15 years). ERBAX (1.30) 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 : 12.35 vs. ERBAX (9.88). CWIEX return over 5 years is better than : 48.46 vs. ERBAX (18.20).
| CWIEX | ERBAX | CWIEX / ERBAX | |
| Total Expense Ratio | 1.00 | 1.30 | 77% |
| Annual Report Gross Expense Ratio | 1.00 | 1.30 | 77% |
| Fund Existence | 24 years | 15 years | - |
| Gain YTD | 15.455 | 10.331 | 150% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 634M | 21,609% |
| Annual Yield % from dividends | 1.22 | 0.54 | 226% |
| Returns for 1 year | 12.35 | 9.88 | 125% |
| Returns for 3 years | 53.72 | 26.11 | 206% |
| Returns for 5 years | 48.46 | 18.20 | 266% |
| Returns for 10 years | 93.37 | 50.08 | 186% |
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