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CWIFX vs ERBCX
CWIFX vs ERBCX Comparison
Open Charts CWIFX vs ERBCX
American Funds Capital World Gr&Inc 529F
Price$76.55
Change+$0.73 (+0.96%)
VolumeN/A
Net Assets142.5B
Eaton Vance Equity Strategy C
Price$20.37
Change+$0.17 (+0.84%)
VolumeN/A
Net Assets459.69M
CWIFX vs ERBCX Comparison Chart in %
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CWIFX vs. ERBCX commentary
Nov 28, 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 Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. ERBCX (460M). CWIFX pays higher dividends than ERBCX: CWIFX (1.49) vs ERBCX (0.00). CWIFX was incepted earlier than ERBCX: CWIFX (23 years) vs ERBCX (15 years). ERBCX (1.88) 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 : 13.99 vs. ERBCX (7.78). CWIFX return over 5 years is better than : 46.90 vs. ERBCX (12.79).
| CWIFX | ERBCX | CWIFX / ERBCX | |
| Total Expense Ratio | 0.86 | 1.87 | 46% |
| Annual Report Gross Expense Ratio | 0.86 | 1.88 | 46% |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | 22.427 | 15.150 | 148% |
| 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 | 1.49 | 0.00 | - |
| Returns for 1 year | 13.99 | 7.78 | 180% |
| Returns for 3 years | 54.22 | 25.19 | 215% |
| Returns for 5 years | 46.90 | 12.79 | 367% |
| Returns for 10 years | 106.36 | 42.96 | 248% |
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