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CWIFX vs ERBAX
CWIFX vs ERBAX Comparison
Open Charts CWIFX vs ERBAX
American Funds Capital World Gr&Inc 529F
Price$72.94
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets136.94B
Eaton Vance Equity Strategy A
Price$19.97
Change+$0.15 (+0.76%)
VolumeN/A
Net Assets633.99M
CWIFX vs ERBAX Comparison Chart in %
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CWIFX vs. ERBAX commentary
Sep 06, 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 CWIFX is a StrongBuy and ERBAX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 137B vs. ERBAX (634M). CWIFX pays higher dividends than ERBAX: CWIFX (1.57) vs ERBAX (0.54). CWIFX was incepted earlier than ERBAX: CWIFX (23 years) vs ERBAX (15 years). ERBAX (1.30) is less costly to investors than CWIFX (0.86). ERBAX is a more actively managed with annual turnover of: 35.00 vs. CWIFX (27.00). CWIFX has a lower initial minimum investment than ERBAX: CWIFX (250) vs ERBAX (1000). CWIFX annual gain was more profitable for investors over the last year : 13.31 vs. ERBAX (9.88). CWIFX return over 5 years is better than : 52.14 vs. ERBAX (18.20).
| CWIFX | ERBAX | CWIFX / ERBAX | |
| Total Expense Ratio | 0.86 | 1.30 | 66% |
| Annual Report Gross Expense Ratio | 0.86 | 1.30 | 66% |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | 16.304 | 10.331 | 158% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 634M | 21,609% |
| Annual Yield % from dividends | 1.57 | 0.54 | 290% |
| Returns for 1 year | 13.31 | 9.88 | 135% |
| Returns for 3 years | 56.25 | 26.11 | 215% |
| Returns for 5 years | 52.14 | 18.20 | 286% |
| Returns for 10 years | 102.66 | 50.08 | 205% |
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