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CWIEX vs ERBIX
CWIEX vs ERBIX Comparison
Open Charts CWIEX vs ERBIX
American Funds Capital World Gr&Inc 529E
Price$74.97
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.97B
Eaton Vance Equity Strategy I
Price$20.59
Change+$0.07 (+0.34%)
VolumeN/A
Net Assets460.16M
CWIEX vs ERBIX Comparison Chart in %
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CWIEX vs. ERBIX commentary
Oct 18, 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 ERBIX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 141B vs. ERBIX (460M). CWIEX pays higher dividends than ERBIX: CWIEX (1.17) vs ERBIX (0.75). CWIEX was incepted earlier than ERBIX: CWIEX (24 years) vs ERBIX (15 years). CWIEX (1.00) is less costly to investors than ERBIX (0.88). 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 : 10.62 vs. ERBIX (7.05). CWIEX return over 5 years is better than : 52.36 vs. ERBIX (20.42).
| CWIEX | ERBIX | CWIEX / ERBIX | |
| Total Expense Ratio | 1.00 | 0.87 | 115% |
| Annual Report Gross Expense Ratio | 1.00 | 0.88 | 114% |
| Fund Existence | 24 years | 15 years | - |
| Gain YTD | 19.869 | 13.308 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 460M | 30,652% |
| Annual Yield % from dividends | 1.17 | 0.75 | 157% |
| Returns for 1 year | 10.62 | 7.05 | 151% |
| Returns for 3 years | 66.92 | 36.85 | 182% |
| Returns for 5 years | 52.36 | 20.42 | 256% |
| Returns for 10 years | 95.49 | 51.35 | 186% |
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