Interact to see
Advertisement
Advertisement
CWIEX vs ERBIX
CWIEX vs ERBIX Comparison
Open Charts CWIEX vs ERBIX
American Funds Capital World Gr&Inc 529E
Price$74.70
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets140.8B
Eaton Vance Equity Strategy I
Price$20.45
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets471.57M
CWIEX vs ERBIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIEX vs. ERBIX commentary
Sep 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 Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 141B vs. ERBIX (472M). CWIEX pays higher dividends than ERBIX: CWIEX (1.22) vs ERBIX (0.78). CWIEX was incepted earlier than ERBIX: CWIEX (24 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 : 12.97 vs. ERBIX (10.10). CWIEX return over 5 years is better than : 51.66 vs. ERBIX (21.07).
| CWIEX | ERBIX | CWIEX / ERBIX | |
| Total Expense Ratio | 1.00 | 1.05 | 95% |
| Annual Report Gross Expense Ratio | 1.00 | 1.05 | 95% |
| Fund Existence | 24 years | 15 years | - |
| Gain YTD | 18.531 | 12.314 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 472M | 29,873% |
| Annual Yield % from dividends | 1.22 | 0.78 | 158% |
| Returns for 1 year | 12.97 | 10.10 | 128% |
| Returns for 3 years | 58.23 | 29.97 | 194% |
| Returns for 5 years | 51.66 | 21.07 | 245% |
| Returns for 10 years | 99.10 | 54.56 | 182% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SFLO | 29.21 | 0.09 | +0.31% |
| VictoryShares Small Cap Fr CA Flw ETF | |||
| TLTP | 22.95 | 0.03 | +0.14% |
| Amplify Bloomberg U.S.Trs 12% Prm IncETF | |||
| PSMJ | 31.36 | N/A | N/A |
| Pacer Swan SOS Moderate (July) ETF | |||
| REGL | 85.34 | -0.38 | -0.44% |
| ProShares S&P MidCap 400 Dividend Arst | |||
| EQRR | 62.76 | -0.80 | -1.25% |
| ProShares Equities for Rising Rates ETF | |||