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EADIX vs FWGIX
EADIX vs FWGIX Comparison
Open Charts EADIX vs FWGIX
Eaton Vance Global Equity Income A
Price$16.97
Change+$0.02 (+0.12%)
VolumeN/A
CapitalizationN/A
American Funds Capital World Gr&Inc F3
Price$67.94
Change+$0.27 (+0.40%)
VolumeN/A
CapitalizationN/A
EADIX vs FWGIX Comparison Chart
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EADIX vs. FWGIX commentary
Nov 22, 2024
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 StrongBuy and FWGIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 126B vs. EADIX (630M). EADIX pays higher dividends than FWGIX: EADIX (4.04) vs FWGIX (1.99). EADIX was incepted earlier than FWGIX: EADIX (22 years) vs FWGIX (8 years). EADIX is a more actively managed with annual turnover of: 107.00 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 : 19.24 vs. EADIX (15.95). EADIX return over 5 years is better than : 45.52 vs. FWGIX (42.15).
| EADIX | FWGIX | EADIX / FWGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 8 years | - |
| Gain YTD | 10.380 | 14.665 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 630M | 126B | 1% |
| Annual Yield % from dividends | 4.04 | 1.99 | 203% |
| Returns for 1 year | 15.95 | 19.24 | 83% |
| Returns for 3 years | 3.85 | 6.88 | 56% |
| Returns for 5 years | 45.52 | 42.15 | 108% |
| Returns for 10 years | 66.97 | N/A | - |