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CWGCX vs ERBAX
CWGCX vs ERBAX Comparison
Open Charts CWGCX vs ERBAX
American Funds Capital World Gr&Inc C
Price$70.90
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets142.32B
Eaton Vance Equity Strategy A
Price$21.58
Change+$0.05 (+0.23%)
VolumeN/A
Net Assets477.81M
CWGCX vs ERBAX Comparison Chart in %
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CWGCX vs. ERBAX commentary
Dec 27, 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 Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 142B vs. ERBAX (478M). 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: 56.00 vs. CWGCX (27.00). CWGCX has a lower initial minimum investment than ERBAX: CWGCX (250) vs ERBAX (1000). ERBAX annual gain was more profitable for investors over the last year : 13.23 vs. CWGCX (11.58). CWGCX return over 5 years is better than : 27.30 vs. ERBAX (21.54).
| 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 | 13.625 | 19.227 | 71% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 478M | 29,707% |
| Annual Yield % from dividends | 0.75 | 0.51 | 146% |
| Returns for 1 year | 11.58 | 13.23 | 88% |
| Returns for 3 years | 42.94 | 33.30 | 129% |
| Returns for 5 years | 27.30 | 21.54 | 127% |
| Returns for 10 years | 69.41 | 59.42 | 117% |
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