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EADIX vs WGIFX
EADIX vs WGIFX Comparison
Open Charts EADIX vs WGIFX
Eaton Vance Global Equity Income A
Price$18.37
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets710.28M
American Funds Capital World Gr&Inc F2
Price$72.82
Change+$0.53 (+0.73%)
VolumeN/A
Net Assets136.94B
EADIX vs WGIFX Comparison Chart in %
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EADIX vs. WGIFX commentary
Sep 06, 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 StrongBuy and WGIFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 137B vs. EADIX (710M). EADIX pays higher dividends than WGIFX: EADIX (3.77) vs WGIFX (1.64). EADIX was incepted earlier than WGIFX: EADIX (22 years) vs WGIFX (17 years). EADIX (1.18) is less costly to investors than WGIFX (0.52). EADIX is a more actively managed with annual turnover of: 136.00 vs. WGIFX (27.00). WGIFX has a lower initial minimum investment than EADIX: WGIFX (250) vs EADIX (1000). WGIFX annual gain was more profitable for investors over the last year : 12.91 vs. EADIX (12.12). EADIX return over 5 years is better than : 56.94 vs. WGIFX (47.73).
| EADIX | WGIFX | EADIX / WGIFX | |
| Total Expense Ratio | 1.18 | 0.52 | 227% |
| Annual Report Gross Expense Ratio | 1.18 | 0.52 | 227% |
| Fund Existence | 22 years | 17 years | - |
| Gain YTD | 13.486 | 15.826 | 85% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 710M | 137B | 1% |
| Annual Yield % from dividends | 3.77 | 1.64 | 230% |
| Returns for 1 year | 12.12 | 12.91 | 94% |
| Returns for 3 years | 55.56 | 54.34 | 102% |
| Returns for 5 years | 56.94 | 47.73 | 119% |
| Returns for 10 years | 97.46 | 76.33 | 128% |
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