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CWIFX vs ERBCX
CWIFX vs ERBCX Comparison
Open Charts CWIFX vs ERBCX
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 C
Price$18.27
Change-$0.24 (-1.30%)
VolumeN/A
Net Assets657.91M
CWIFX vs ERBCX Comparison Chart
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CWIFX vs. ERBCX 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 ERBCX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 131B vs. ERBCX (658M). CWIFX pays higher dividends than ERBCX: CWIFX (1.68) vs ERBCX (0.00). CWIFX was incepted earlier than ERBCX: CWIFX (23 years) vs ERBCX (15 years). ERBCX (2.05) is less costly to investors than CWIFX (0.86). ERBCX is a more actively managed with annual turnover of: 35.00 vs. CWIFX (27.00). CWIFX has a lower initial minimum investment than ERBCX: CWIFX (250) vs ERBCX (1000). CWIFX annual gain was more profitable for investors over the last year : 6.46 vs. ERBCX (3.63). CWIFX return over 5 years is better than : 57.58 vs. ERBCX (20.33).
| CWIFX | ERBCX | CWIFX / ERBCX | |
| Total Expense Ratio | 0.86 | 2.05 | 42% |
| Annual Report Gross Expense Ratio | 0.86 | 2.05 | 42% |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | 9.097 | 3.279 | 277% |
| Front Load | N/A | N/A | - |
| 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 | 0.00 | - |
| Returns for 1 year | 6.46 | 3.63 | 178% |
| Returns for 3 years | 46.04 | 17.55 | 262% |
| Returns for 5 years | 57.58 | 20.33 | 283% |
| Returns for 10 years | 76.87 | 26.04 | 295% |
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