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CWIFX vs ERBAX
CWIFX vs ERBAX Comparison
Open Charts CWIFX vs ERBAX
American Funds Capital World Gr&Inc 529F
Price$72.49
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
Eaton Vance RBA Equity Strategy Fd Cl A
Price$19.94
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets633.99M
CWIFX vs ERBAX Comparison Chart in %
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CWIFX vs. ERBAX commentary
Aug 16, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 137B vs. ERBAX (634M). CWIFX pays higher dividends than ERBAX: CWIFX (1.60) vs ERBAX (0.55). 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 : 11.58 vs. ERBAX (9.17). CWIFX return over 5 years is better than : 52.56 vs. ERBAX (19.23).
| 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 | 15.587 | 10.276 | 152% |
| 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 | 1.60 | 0.55 | 291% |
| Returns for 1 year | 11.58 | 9.17 | 126% |
| Returns for 3 years | 43.22 | 16.30 | 265% |
| Returns for 5 years | 52.56 | 19.23 | 273% |
| Returns for 10 years | 89.56 | 40.79 | 220% |
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