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CWIEX vs ERBAX
CWIEX vs ERBAX Comparison
Open Charts CWIEX vs ERBAX
American Funds Capital World Gr&Inc 529E
Price$64.76
Change+$0.12 (+0.19%)
VolumeN/A
Net Assets124.97B
Eaton Vance RBA Equity Strategy Fd Cl A
Price$17.97
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets629.26M
CWIEX vs ERBAX Comparison Chart
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CWIEX vs. ERBAX commentary
May 12, 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 Buy and ERBAX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 125B vs. ERBAX (629M). CWIEX pays higher dividends than ERBAX: CWIEX (1.38) vs ERBAX (0.61). CWIEX was incepted earlier than ERBAX: CWIEX (23 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). ERBAX (2.00) and CWIEX (1.96) have marching annual gain over last year. CWIEX return over 5 years is better than : 53.73 vs. ERBAX (22.96).
| CWIEX | ERBAX | CWIEX / ERBAX | |
| Total Expense Ratio | 1.00 | 1.30 | 77% |
| Annual Report Gross Expense Ratio | 1.00 | 1.30 | 77% |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | 2.755 | -0.718 | -384% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 629M | 19,873% |
| Annual Yield % from dividends | 1.38 | 0.61 | 228% |
| Returns for 1 year | 1.96 | 2.00 | 98% |
| Returns for 3 years | 31.61 | 9.60 | 329% |
| Returns for 5 years | 53.73 | 22.96 | 234% |
| Returns for 10 years | 58.24 | 24.98 | 233% |
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