Interact to see
Advertisement
Advertisement
EADIX vs WGIFX
EADIX vs WGIFX Comparison
Open Charts EADIX vs WGIFX
Eaton Vance Global Equity Income A
Price$18.93
Change+$0.04 (+0.21%)
VolumeN/A
Net Assets742.96M
American Funds Capital World Gr&Inc F2
Price$75.32
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.97B
EADIX vs WGIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
EADIX vs. WGIFX commentary
Oct 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 Hold and WGIFX is a Hold.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 141B vs. EADIX (743M). EADIX pays higher dividends than WGIFX: EADIX (3.67) vs WGIFX (1.59). 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). EADIX annual gain was more profitable for investors over the last year : 12.25 vs. WGIFX (11.05). EADIX return over 5 years is better than : 60.39 vs. WGIFX (52.11).
| 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 | 16.929 | 20.182 | 84% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 743M | 141B | 1% |
| Annual Yield % from dividends | 3.67 | 1.59 | 231% |
| Returns for 1 year | 12.25 | 11.05 | 111% |
| Returns for 3 years | 66.98 | 68.14 | 98% |
| Returns for 5 years | 60.39 | 52.11 | 116% |
| Returns for 10 years | 98.60 | 78.84 | 125% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement