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CWGCX vs ERBCX
CWGCX vs ERBCX Comparison
Open Charts CWGCX vs ERBCX
American Funds Capital World Gr&Inc C
Price$75.22
Change+$0.78 (+1.05%)
VolumeN/A
Net Assets140.77B
Eaton Vance Equity Strategy C
Price$20.16
Change+$0.21 (+1.05%)
VolumeN/A
Net Assets460.16M
CWGCX vs ERBCX Comparison Chart in %
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CWGCX vs. ERBCX commentary
Oct 21, 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 ERBCX is a Hold.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 141B vs. ERBCX (460M). CWGCX pays higher dividends than ERBCX: CWGCX (0.77) 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: 35.00 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 : 9.93 vs. ERBCX (6.34). CWGCX return over 5 years is better than : 46.50 vs. ERBCX (16.05).
| 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 | 19.298 | 12.776 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 460M | 30,652% |
| Annual Yield % from dividends | 0.77 | 0.00 | - |
| Returns for 1 year | 9.93 | 6.34 | 157% |
| Returns for 3 years | 63.56 | 34.03 | 187% |
| Returns for 5 years | 46.50 | 16.05 | 290% |
| Returns for 10 years | 72.19 | 43.70 | 165% |
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