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EADIX vs FWGIX
EADIX vs FWGIX Comparison
Open Charts EADIX vs FWGIX
Eaton Vance Global Equity Income A
Price$15.87
Change+$0.14 (+0.89%)
VolumeN/A
Net Assets650.47M
American Funds Capital World Gr&Inc F3
Price$60.97
Change+$0.11 (+0.18%)
VolumeN/A
Net Assets117.17B
EADIX vs FWGIX Comparison Chart
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EADIX vs. FWGIX commentary
Apr 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 EADIX is a Buy and FWGIX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 117B vs. EADIX (650M). EADIX pays higher dividends than FWGIX: EADIX (4.16) vs FWGIX (1.98). EADIX was incepted earlier than FWGIX: EADIX (22 years) vs FWGIX (8 years). EADIX (1.20) is less costly to investors than FWGIX (0.41). 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). EADIX annual gain was more profitable for investors over the last year : -0.40 vs. FWGIX (-0.56). EADIX return over 5 years is better than : 56.35 vs. FWGIX (45.33).
| EADIX | FWGIX | EADIX / FWGIX | |
| Total Expense Ratio | 1.20 | 0.41 | 293% |
| Annual Report Gross Expense Ratio | 1.20 | 0.41 | 293% |
| Fund Existence | 22 years | 8 years | - |
| Gain YTD | -4.519 | -3.626 | 125% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 650M | 117B | 1% |
| Annual Yield % from dividends | 4.16 | 1.98 | 210% |
| Returns for 1 year | -0.40 | -0.56 | 70% |
| Returns for 3 years | 13.29 | 11.85 | 112% |
| Returns for 5 years | 56.35 | 45.33 | 124% |
| Returns for 10 years | 54.66 | N/A | - |