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CWGCX vs ERBAX
CWGCX vs ERBAX Comparison
Open Charts CWGCX vs ERBAX
American Funds Capital World Gr&Inc C
Price$74.08
Change+$1.73 (+2.39%)
VolumeN/A
Net Assets148B
Eaton Vance Equity Strategy A
Price$18.89
Change+$0.40 (+2.16%)
VolumeN/A
Net Assets581.8M
CWGCX vs ERBAX Comparison Chart in %
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CWGCX vs. ERBAX commentary
Feb 09, 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 StrongBuy and ERBAX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 148B vs. ERBAX (582M). CWGCX pays higher dividends than ERBAX: CWGCX (0.84) vs ERBAX (0.76). 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 : 13.22 vs. ERBAX (2.02). CWGCX return over 5 years is better than : 26.21 vs. ERBAX (2.21).
| 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 | 5.093 | 4.077 | 125% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 582M | 25,430% |
| Annual Yield % from dividends | 0.84 | 0.76 | 110% |
| Returns for 1 year | 13.22 | 2.02 | 655% |
| Returns for 3 years | 40.33 | 18.16 | 222% |
| Returns for 5 years | 26.21 | 2.21 | 1,187% |
| Returns for 10 years | 98.68 | 54.63 | 181% |
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