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CWIEX vs ERBIX
CWIEX vs ERBIX Comparison
Open Charts CWIEX vs ERBIX
American Funds Capital World Gr&Inc 529E
Price$72.35
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
Eaton Vance RBA Equity Strategy Fd Cl I
Price$19.98
Change-$0.03 (-0.15%)
VolumeN/A
Net Assets633.99M
CWIEX vs ERBIX Comparison Chart in %
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CWIEX vs. ERBIX commentary
Aug 17, 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 ERBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B vs. ERBIX (634M). CWIEX pays higher dividends than ERBIX: CWIEX (1.25) vs ERBIX (0.79). CWIEX was incepted earlier than ERBIX: CWIEX (23 years) vs ERBIX (15 years). ERBIX (1.05) and CWIEX (1.00) have similar cost to investors . ERBIX is a more actively managed with annual turnover of: 35.00 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than ERBIX: CWIEX (250) vs ERBIX (1000000). CWIEX annual gain was more profitable for investors over the last year : 11.15 vs. ERBIX (9.32). CWIEX return over 5 years is better than : 49.58 vs. ERBIX (20.02).
| CWIEX | ERBIX | CWIEX / ERBIX | |
| Total Expense Ratio | 1.00 | 1.05 | 95% |
| Annual Report Gross Expense Ratio | 1.00 | 1.05 | 95% |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | 15.312 | 10.326 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 634M | 21,609% |
| Annual Yield % from dividends | 1.25 | 0.79 | 158% |
| Returns for 1 year | 11.15 | 9.32 | 120% |
| Returns for 3 years | 41.58 | 16.72 | 249% |
| Returns for 5 years | 49.58 | 20.02 | 248% |
| Returns for 10 years | 81.77 | 42.01 | 195% |
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