CWIEX
Price
$73.98
Change
-$0.50 (-0.67%)
Updated
Sep 25 closing price
Net Assets
140.58B
ERBAX
Price
$20.31
Change
-$0.12 (-0.59%)
Updated
Sep 25 closing price
Net Assets
471.57M
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CWIEX vs ERBAX

Header iconCWIEX vs ERBAX Comparison
Open Charts CWIEX vs ERBAXBanner chart's image
American Funds Capital World Gr&Inc 529E
Price$73.98
Change-$0.50 (-0.67%)
VolumeN/A
Net Assets140.58B
Eaton Vance Equity Strategy A
Price$20.31
Change-$0.12 (-0.59%)
VolumeN/A
Net Assets471.57M
CWIEX vs ERBAX Comparison Chart in %
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CWIEX vs. ERBAX commentary
Sep 27, 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.

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FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 141B vs. ERBAX (472M). 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 : 10.08 vs. ERBAX (8.33). CWIEX return over 5 years is better than : 56.00 vs. ERBAX (24.85).
CWIEXERBAXCWIEX / ERBAX
Total Expense Ratio1.001.3077%
Annual Report Gross Expense Ratio1.001.3077%
Fund Existence24 years15 years-
Gain YTD18.14412.873141%
Front LoadN/A5%-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets141B472M29,873%
Annual Yield % from dividends1.220.54226%
Returns for 1 year10.088.33121%
Returns for 3 years68.5738.20179%
Returns for 5 years56.0024.85225%
Returns for 10 years108.7058.91185%
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