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EADIX vs FWGIX
EADIX vs FWGIX Comparison
Open Charts EADIX vs FWGIX
Eaton Vance Global Equity Income A
Price$18.30
Change+$0.06 (+0.33%)
VolumeN/A
Net Assets720.77M
American Funds Capital World Gr&Inc F3
Price$71.56
Change+$0.46 (+0.65%)
VolumeN/A
Net Assets135.98B
EADIX vs FWGIX Comparison Chart in %
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EADIX vs. FWGIX commentary
Jul 05, 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 EADIX is a Buy and FWGIX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 136B vs. EADIX (721M). EADIX pays higher dividends than FWGIX: EADIX (3.81) vs FWGIX (1.77). EADIX was incepted earlier than FWGIX: EADIX (22 years) vs FWGIX (8 years). EADIX (1.18) is less costly to investors than FWGIX (0.41). EADIX is a more actively managed with annual turnover of: 136.00 vs. FWGIX (27.00). EADIX has a lower initial minimum investment than FWGIX: EADIX (1000) vs FWGIX (1000000). FWGIX annual gain was more profitable for investors over the last year : 9.74 vs. EADIX (8.99). EADIX return over 5 years is better than : 66.86 vs. FWGIX (54.88).
| EADIX | FWGIX | EADIX / FWGIX | |
| Total Expense Ratio | 1.18 | 0.41 | 288% |
| Annual Report Gross Expense Ratio | 1.18 | 0.41 | 288% |
| Fund Existence | 22 years | 8 years | - |
| Gain YTD | 12.221 | 13.775 | 89% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 721M | 136B | 1% |
| Annual Yield % from dividends | 3.81 | 1.77 | 215% |
| Returns for 1 year | 8.99 | 9.74 | 92% |
| Returns for 3 years | 53.94 | 51.57 | 105% |
| Returns for 5 years | 66.86 | 54.88 | 122% |
| Returns for 10 years | 87.14 | N/A | - |
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