Interact to see
Advertisement
Advertisement
CWIFX vs ERBIX
CWIFX vs ERBIX Comparison
Open Charts CWIFX vs ERBIX
American Funds Capital World Gr&Inc 529F
Price$72.49
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets137.49B
Eaton Vance RBA Equity Strategy Fd Cl I
Price$19.98
Change-$0.03 (-0.15%)
VolumeN/A
Net Assets633.99M
CWIFX vs ERBIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIFX vs. ERBIX commentary
Aug 17, 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 ERBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 137B vs. ERBIX (634M). CWIFX pays higher dividends than ERBIX: CWIFX (1.60) vs ERBIX (0.79). CWIFX was incepted earlier than ERBIX: CWIFX (23 years) vs ERBIX (15 years). ERBIX (1.05) is less costly to investors than CWIFX (0.86). 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 : 11.58 vs. ERBIX (9.32). CWIFX return over 5 years is better than : 52.56 vs. ERBIX (20.02).
| CWIFX | ERBIX | CWIFX / ERBIX | |
| Total Expense Ratio | 0.86 | 1.05 | 82% |
| Annual Report Gross Expense Ratio | 0.86 | 1.05 | 82% |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | 15.587 | 10.326 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 634M | 21,609% |
| Annual Yield % from dividends | 1.60 | 0.79 | 203% |
| Returns for 1 year | 11.58 | 9.32 | 124% |
| Returns for 3 years | 43.22 | 16.72 | 258% |
| Returns for 5 years | 52.56 | 20.02 | 263% |
| Returns for 10 years | 89.56 | 42.01 | 213% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| CRYPTO / NAME | Price $ | Chg $ | Chg % |
| LEVER.X | 0.000190 | 0.000020 | +12.07% |
| LeverFi cryptocurrency | |||
| UMA.X | 1.313993 | 0.054494 | +4.33% |
| UMA cryptocurrency | |||
| RARE.X | 0.056350 | 0.002088 | +3.85% |
| SuperRare cryptocurrency | |||
| LUCK | 10.10 | 0.23 | +2.33% |
| Lucky Strike Entertainment Corporation | |||
| PNFP | 92.23 | -1.19 | -1.27% |
| Pinnacle Financial Partners | |||