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CWGCX vs ERBAX
CWGCX vs ERBAX Comparison
Open Charts CWGCX vs ERBAX
American Funds Capital World Gr&Inc C
Price$75.16
Change-$1.38 (-1.80%)
VolumeN/A
Net Assets144.09B
Eaton Vance Equity Strategy A
Price$20.88
Change-$0.30 (-1.42%)
VolumeN/A
Net Assets459.69M
CWGCX vs ERBAX Comparison Chart in %
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CWGCX vs. ERBAX commentary
Nov 14, 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 StrongBuy and ERBAX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 144B vs. ERBAX (460M). CWGCX pays higher dividends than ERBAX: CWGCX (0.75) vs ERBAX (0.51). 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 : 14.15 vs. ERBAX (10.33). CWGCX return over 5 years is better than : 43.67 vs. ERBAX (19.94).
| 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 | 22.663 | 17.017 | 133% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 460M | 31,304% |
| Annual Yield % from dividends | 0.75 | 0.51 | 147% |
| Returns for 1 year | 14.15 | 10.33 | 137% |
| Returns for 3 years | 52.93 | 30.43 | 174% |
| Returns for 5 years | 43.67 | 19.94 | 219% |
| Returns for 10 years | 80.72 | 54.72 | 148% |
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