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CWIFX vs ERBAX
CWIFX vs ERBAX Comparison
Open Charts CWIFX vs ERBAX
American Funds Capital World Gr&Inc 529F
Price$74.08
Change-$0.51 (-0.68%)
VolumeN/A
Net Assets140.58B
Eaton Vance Equity Strategy A
Price$20.31
Change-$0.12 (-0.59%)
VolumeN/A
Net Assets471.57M
CWIFX vs ERBAX Comparison Chart in %
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CWIFX 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 CWIFX is a Hold and ERBAX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 141B vs. ERBAX (472M). 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 : 10.51 vs. ERBAX (8.33). CWIFX return over 5 years is better than : 59.11 vs. ERBAX (24.85).
| 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 | 18.477 | 12.873 | 144% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 472M | 29,873% |
| Annual Yield % from dividends | 1.57 | 0.54 | 290% |
| Returns for 1 year | 10.51 | 8.33 | 126% |
| Returns for 3 years | 70.53 | 38.20 | 185% |
| Returns for 5 years | 59.11 | 24.85 | 238% |
| Returns for 10 years | 117.61 | 58.91 | 200% |
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