CWIFX
Price
$72.54
Change
+$0.07 (+0.10%)
Updated
Aug 27 closing price
Net Assets
136.73B
ERBCX
Price
$19.40
Change
+$0.01 (+0.05%)
Updated
Aug 27 closing price
Net Assets
633.99M
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CWIFX vs ERBCX

Header iconCWIFX vs ERBCX Comparison
Open Charts CWIFX vs ERBCXBanner chart's image
American Funds Capital World Gr&Inc 529F
Price$72.54
Change+$0.07 (+0.10%)
VolumeN/A
Net Assets136.73B
Eaton Vance Equity Strategy C
Price$19.40
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets633.99M
CWIFX vs ERBCX Comparison Chart in %
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CWIFX vs. ERBCX commentary
Aug 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.

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FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 137B 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 : 9.74 vs. ERBCX (6.07). CWIFX return over 5 years is better than : 48.43 vs. ERBCX (11.77).
CWIFXERBCXCWIFX / ERBCX
Total Expense Ratio0.862.0542%
Annual Report Gross Expense Ratio0.862.0542%
Fund Existence23 years15 years-
Gain YTD15.6669.610163%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets137B634M21,609%
Annual Yield % from dividends1.600.00-
Returns for 1 year9.746.07160%
Returns for 3 years50.1219.17261%
Returns for 5 years48.4311.77412%
Returns for 10 years98.9841.58238%
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