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CWIFX vs ERBCX
CWIFX vs ERBCX Comparison
Open Charts CWIFX vs ERBCX
American Funds Capital World Gr&Inc 529F
Price$71.07
Change+$0.43 (+0.61%)
VolumeN/A
Net Assets134.28B
Eaton Vance RBA Equity Strategy Fd Cl C
Price$19.10
Change+$0.11 (+0.58%)
VolumeN/A
Net Assets633.99M
CWIFX vs ERBCX Comparison Chart in %
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CWIFX vs. ERBCX commentary
Aug 07, 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 ERBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 134B vs. ERBCX (634M). CWIFX pays higher dividends than ERBCX: CWIFX (1.60) 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 : 15.94 vs. ERBCX (11.57). CWIFX return over 5 years is better than : 50.90 vs. ERBCX (13.94).
| 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 | 13.322 | 7.349 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 634M | 21,136% |
| Annual Yield % from dividends | 1.60 | 0.00 | - |
| Returns for 1 year | 15.94 | 11.57 | 138% |
| Returns for 3 years | 44.92 | 14.81 | 303% |
| Returns for 5 years | 50.90 | 13.94 | 365% |
| Returns for 10 years | 84.63 | 31.18 | 271% |
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