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CWIFX vs ERBIX
CWIFX vs ERBIX Comparison
Open Charts CWIFX vs ERBIX
American Funds Capital World Gr&Inc 529F
Price$74.48
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets138.65B
Eaton Vance Equity Strategy I
Price$20.54
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets459.69M
CWIFX vs ERBIX Comparison Chart in %
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CWIFX vs. ERBIX commentary
Nov 20, 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 Hold and ERBIX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 139B vs. ERBIX (460M). CWIFX pays higher dividends than ERBIX: CWIFX (1.49) vs ERBIX (0.73). CWIFX was incepted earlier than ERBIX: CWIFX (23 years) vs ERBIX (15 years). ERBIX (0.88) and CWIFX (0.86) have similar cost to investors . ERBIX is a more actively managed with annual turnover of: 35.00 vs. CWIFX (27.00). CWIFX has a lower initial minimum investment than ERBIX: CWIFX (250) vs ERBIX (1000000). CWIFX annual gain was more profitable for investors over the last year : 12.35 vs. ERBIX (7.72). CWIFX return over 5 years is better than : 46.07 vs. ERBIX (16.62).
| CWIFX | ERBIX | CWIFX / ERBIX | |
| Total Expense Ratio | 0.86 | 0.87 | 99% |
| Annual Report Gross Expense Ratio | 0.86 | 0.88 | 98% |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | 19.117 | 13.197 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 460M | 30,217% |
| Annual Yield % from dividends | 1.49 | 0.73 | 204% |
| Returns for 1 year | 12.35 | 7.72 | 160% |
| Returns for 3 years | 52.31 | 26.56 | 197% |
| Returns for 5 years | 46.07 | 16.62 | 277% |
| Returns for 10 years | 100.03 | 47.19 | 212% |
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