Interact to see
Advertisement
Advertisement
CWGCX vs ERBCX
CWGCX vs ERBCX Comparison
Open Charts CWGCX vs ERBCX
American Funds Capital World Gr&Inc C
Price$73.21
Change+$0.11 (+0.15%)
VolumeN/A
Net Assets142.37B
Eaton Vance Equity Strategy C
Price$18.11
Change+$0.05 (+0.28%)
VolumeN/A
Net Assets455.95M
CWGCX vs ERBCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWGCX vs. ERBCX commentary
Jan 16, 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 ERBCX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 142B vs. ERBCX (456M). CWGCX pays higher dividends than ERBCX: CWGCX (0.87) vs ERBCX (0.00). CWGCX was incepted earlier than ERBCX: CWGCX (25 years) vs ERBCX (15 years). ERBCX (1.88) is less costly to investors than CWGCX (1.49). ERBCX is a more actively managed with annual turnover of: 56.00 vs. CWGCX (27.00). CWGCX has a lower initial minimum investment than ERBCX: CWGCX (250) vs ERBCX (1000). CWGCX annual gain was more profitable for investors over the last year : 16.77 vs. ERBCX (0.95). CWGCX return over 5 years is better than : 27.55 vs. ERBCX (-1.45).
| CWGCX | ERBCX | CWGCX / ERBCX | |
| Total Expense Ratio | 1.49 | 1.87 | 80% |
| Annual Report Gross Expense Ratio | 1.49 | 1.88 | 79% |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | 3.859 | 2.432 | 159% |
| Front Load | N/A | N/A | - |
| 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 | 0.00 | - |
| Returns for 1 year | 16.77 | 0.95 | 1,769% |
| Returns for 3 years | 40.39 | 14.61 | 277% |
| Returns for 5 years | 27.55 | -1.45 | -1,898% |
| Returns for 10 years | 93.51 | 40.97 | 228% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers