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CWGCX vs ERBCX
CWGCX vs ERBCX Comparison
Open Charts CWGCX vs ERBCX
American Funds Capital World Gr&Inc C
Price$70.97
Change+$0.07 (+0.10%)
VolumeN/A
Net Assets142.32B
Eaton Vance Equity Strategy C
Price$20.94
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets477.81M
CWGCX vs ERBCX Comparison Chart in %
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CWGCX vs. ERBCX 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 ERBCX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 142B vs. ERBCX (478M). CWGCX pays higher dividends than ERBCX: CWGCX (0.75) 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). ERBCX annual gain was more profitable for investors over the last year : 12.35 vs. CWGCX (11.58). CWGCX return over 5 years is better than : 27.30 vs. ERBCX (17.17).
| 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 | 13.625 | 18.315 | 74% |
| Front Load | N/A | N/A | - |
| 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 | 0.00 | - |
| Returns for 1 year | 11.58 | 12.35 | 94% |
| Returns for 3 years | 42.94 | 30.64 | 140% |
| Returns for 5 years | 27.30 | 17.17 | 159% |
| Returns for 10 years | 69.41 | 51.08 | 136% |
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