Interact to see
Advertisement
Advertisement
CWIFX vs ERBAX
CWIFX vs ERBAX Comparison
Open Charts CWIFX vs ERBAX
American Funds Capital World Gr&Inc 529F
Price$75.10
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.97B
Eaton Vance Equity Strategy A
Price$20.54
Change+$0.07 (+0.34%)
VolumeN/A
Net Assets460.16M
CWIFX vs ERBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIFX vs. ERBAX commentary
Oct 18, 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 (460M). CWIFX pays higher dividends than ERBAX: CWIFX (1.53) vs ERBAX (0.52). 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 : 11.07 vs. ERBAX (6.79). CWIFX return over 5 years is better than : 55.41 vs. ERBAX (19.45).
| 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 | 20.252 | 13.094 | 155% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 460M | 30,652% |
| Annual Yield % from dividends | 1.53 | 0.52 | 292% |
| Returns for 1 year | 11.07 | 6.79 | 163% |
| Returns for 3 years | 68.90 | 36.21 | 190% |
| Returns for 5 years | 55.41 | 19.45 | 285% |
| Returns for 10 years | 103.90 | 49.85 | 208% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| PBL | 30.96 | 0.13 | +0.41% |
| PGIM Portfolio Ballast ETF | |||
| NVIR | 31.60 | 0.10 | +0.30% |
| Horizon Kinetics Energy Remediation ETF | |||
| BBB | 30.23 | 0.03 | +0.10% |
| CYBER HORNET S&P500 Bitcoin 75/25StgyETF | |||
| UNIY | 49.39 | N/A | N/A |
| WisdomTree Voya Yld Enh USD Unvsl Bd Fd | |||
| GREK | 62.75 | -1.12 | -1.75% |
| Global X MSCI Greece ETF | |||