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CWIFX vs ERBAX
CWIFX vs ERBAX Comparison
Open Charts CWIFX vs ERBAX
American Funds Capital World Gr&Inc 529F
Price$74.42
Change-$0.67 (-0.89%)
VolumeN/A
Net Assets139.93B
Eaton Vance Equity Strategy A
Price$20.44
Change-$0.18 (-0.87%)
VolumeN/A
Net Assets459.69M
CWIFX vs ERBAX Comparison Chart in %
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CWIFX vs. ERBAX commentary
Nov 19, 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: 140B vs. ERBAX (460M). CWIFX pays higher dividends than ERBAX: CWIFX (1.49) vs ERBAX (0.51). CWIFX was incepted earlier than ERBAX: CWIFX (23 years) vs ERBAX (15 years). ERBAX (1.13) 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 : 12.31 vs. ERBAX (8.88). CWIFX return over 5 years is better than : 45.77 vs. ERBAX (16.39).
| CWIFX | ERBAX | CWIFX / ERBAX | |
| Total Expense Ratio | 0.86 | 1.12 | 77% |
| Annual Report Gross Expense Ratio | 0.86 | 1.13 | 76% |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | 19.021 | 13.923 | 137% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 460M | 30,435% |
| Annual Yield % from dividends | 1.49 | 0.51 | 292% |
| Returns for 1 year | 12.31 | 8.88 | 139% |
| Returns for 3 years | 52.19 | 27.06 | 193% |
| Returns for 5 years | 45.77 | 16.39 | 279% |
| Returns for 10 years | 99.87 | 46.93 | 213% |
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