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CWIFX vs ERBIX
CWIFX vs ERBIX Comparison
Open Charts CWIFX vs ERBIX
American Funds Capital World Gr&Inc 529F
Price$75.10
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.97B
Eaton Vance Equity Strategy I
Price$20.59
Change+$0.07 (+0.34%)
VolumeN/A
Net Assets460.16M
CWIFX vs ERBIX Comparison Chart in %
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CWIFX vs. ERBIX commentary
Oct 18, 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: 141B vs. ERBIX (460M). CWIFX pays higher dividends than ERBIX: CWIFX (1.53) vs ERBIX (0.75). 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 : 11.07 vs. ERBIX (7.05). CWIFX return over 5 years is better than : 55.41 vs. ERBIX (20.42).
| 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 | 20.252 | 13.308 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 460M | 30,652% |
| Annual Yield % from dividends | 1.53 | 0.75 | 204% |
| Returns for 1 year | 11.07 | 7.05 | 157% |
| Returns for 3 years | 68.90 | 36.85 | 187% |
| Returns for 5 years | 55.41 | 20.42 | 271% |
| Returns for 10 years | 103.90 | 51.35 | 202% |
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