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CWGCX vs ERBIX
CWGCX vs ERBIX Comparison
Open Charts CWGCX vs ERBIX
American Funds Capital World Gr&Inc C
Price$73.92
Change-$1.14 (-1.52%)
VolumeN/A
Net Assets142.37B
Eaton Vance Equity Strategy I
Price$18.83
Change-$1.91 (-9.21%)
VolumeN/A
Net Assets581.8M
CWGCX vs ERBIX Comparison Chart in %
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CWGCX vs. ERBIX commentary
Feb 04, 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 Buy and ERBIX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 142B vs. ERBIX (582M). ERBIX pays higher dividends than CWGCX: ERBIX (1.01) vs CWGCX (0.84). CWGCX was incepted earlier than ERBIX: CWGCX (25 years) vs ERBIX (15 years). CWGCX (1.49) is less costly to investors than ERBIX (0.88). ERBIX is a more actively managed with annual turnover of: 56.00 vs. CWGCX (27.00). CWGCX has a lower initial minimum investment than ERBIX: CWGCX (250) vs ERBIX (1000000). CWGCX annual gain was more profitable for investors over the last year : 15.29 vs. ERBIX (3.45). CWGCX return over 5 years is better than : 26.77 vs. ERBIX (3.26).
| CWGCX | ERBIX | CWGCX / ERBIX | |
| Total Expense Ratio | 1.49 | 0.87 | 171% |
| Annual Report Gross Expense Ratio | 1.49 | 0.88 | 169% |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | 4.866 | 3.689 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 582M | 24,399% |
| Annual Yield % from dividends | 0.84 | 1.01 | 83% |
| Returns for 1 year | 15.29 | 3.45 | 444% |
| Returns for 3 years | 39.90 | 18.88 | 211% |
| Returns for 5 years | 26.77 | 3.26 | 820% |
| Returns for 10 years | 93.96 | 53.04 | 177% |
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