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CWGCX vs ERBAX
CWGCX vs ERBAX Comparison
Open Charts CWGCX vs ERBAX
American Funds Capital World Gr&Inc C
Price$74.44
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets140.97B
Eaton Vance Equity Strategy A
Price$20.54
Change+$0.07 (+0.34%)
VolumeN/A
Net Assets460.16M
CWGCX vs ERBAX Comparison Chart in %
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CWGCX vs. ERBAX commentary
Oct 19, 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 CWGCX is a Hold and ERBAX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 141B vs. ERBAX (460M). CWGCX pays higher dividends than ERBAX: CWGCX (0.77) vs ERBAX (0.52). CWGCX was incepted earlier than ERBAX: CWGCX (25 years) vs ERBAX (15 years). CWGCX (1.49) is less costly to investors than ERBAX (1.13). ERBAX is a more actively managed with annual turnover of: 35.00 vs. CWGCX (27.00). CWGCX has a lower initial minimum investment than ERBAX: CWGCX (250) vs ERBAX (1000). CWGCX annual gain was more profitable for investors over the last year : 9.93 vs. ERBAX (7.16). CWGCX return over 5 years is better than : 46.50 vs. ERBAX (19.86).
| CWGCX | ERBAX | CWGCX / ERBAX | |
| Total Expense Ratio | 1.49 | 1.12 | 133% |
| Annual Report Gross Expense Ratio | 1.49 | 1.13 | 132% |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | 19.298 | 13.481 | 143% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 460M | 30,652% |
| Annual Yield % from dividends | 0.77 | 0.52 | 147% |
| Returns for 1 year | 9.93 | 7.16 | 139% |
| Returns for 3 years | 63.56 | 36.67 | 173% |
| Returns for 5 years | 46.50 | 19.86 | 234% |
| Returns for 10 years | 72.19 | 50.36 | 143% |
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