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CWIFX vs ERBAX
CWIFX vs ERBAX Comparison
Open Charts CWIFX vs ERBAX
American Funds Capital World Gr&Inc 529F
Price$68.42
Change-$0.73 (-1.06%)
VolumeN/A
Net Assets131.04B
Eaton Vance RBA Equity Strategy Fd Cl A
Price$18.76
Change-$0.24 (-1.26%)
VolumeN/A
Net Assets657.91M
CWIFX vs ERBAX Comparison Chart
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CWIFX vs. ERBAX commentary
Jun 15, 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 Buy and ERBAX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 131B vs. ERBAX (658M). CWIFX pays higher dividends than ERBAX: CWIFX (1.68) vs ERBAX (0.58). 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 : 6.46 vs. ERBAX (4.43). CWIFX return over 5 years is better than : 57.58 vs. ERBAX (24.26).
| 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 | 9.097 | 3.646 | 249% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 658M | 19,909% |
| Annual Yield % from dividends | 1.68 | 0.58 | 291% |
| Returns for 1 year | 6.46 | 4.43 | 146% |
| Returns for 3 years | 46.04 | 19.81 | 232% |
| Returns for 5 years | 57.58 | 24.26 | 237% |
| Returns for 10 years | 76.87 | 31.97 | 240% |
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