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CWGCX vs ERBAX
CWGCX vs ERBAX Comparison
Open Charts CWGCX vs ERBAX
American Funds Capital World Gr&Inc C
Price$73.47
Change+$0.26 (+0.36%)
VolumeN/A
Net Assets142.37B
Eaton Vance Equity Strategy A
Price$18.62
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets455.95M
CWGCX vs ERBAX Comparison Chart in %
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CWGCX vs. ERBAX commentary
Jan 18, 2026
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: 142B vs. ERBAX (456M). CWGCX pays higher dividends than ERBAX: CWGCX (0.87) vs ERBAX (0.78). 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: 56.00 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 : 16.70 vs. ERBAX (2.20). CWGCX return over 5 years is better than : 28.00 vs. ERBAX (2.66).
| 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 | 4.228 | 2.590 | 163% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 456M | 31,140% |
| Annual Yield % from dividends | 0.87 | 0.78 | 112% |
| Returns for 1 year | 16.70 | 2.20 | 759% |
| Returns for 3 years | 41.18 | 17.91 | 230% |
| Returns for 5 years | 28.00 | 2.66 | 1,051% |
| Returns for 10 years | 93.26 | 48.38 | 193% |
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