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CWIFX vs ERBCX
CWIFX vs ERBCX Comparison
Open Charts CWIFX vs ERBCX
American Funds Capital World Gr&Inc 529F
Price$75.78
Change+$0.34 (+0.45%)
VolumeN/A
Net Assets142.48B
Eaton Vance Equity Strategy C
Price$20.11
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets460.16M
CWIFX vs ERBCX Comparison Chart in %
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CWIFX vs. ERBCX commentary
Oct 06, 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: 142B vs. ERBCX (460M). CWIFX pays higher dividends than ERBCX: CWIFX (1.53) 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 : 13.22 vs. ERBCX (9.47). CWIFX return over 5 years is better than : 60.81 vs. ERBCX (20.88).
| 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 | 21.196 | 13.680 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 460M | 30,870% |
| Annual Yield % from dividends | 1.53 | 0.00 | - |
| Returns for 1 year | 13.22 | 9.47 | 140% |
| Returns for 3 years | 65.69 | 32.36 | 203% |
| Returns for 5 years | 60.81 | 20.88 | 291% |
| Returns for 10 years | 110.35 | 47.58 | 232% |
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