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CWGCX vs ERBIX
CWGCX vs ERBIX Comparison
Open Charts CWGCX vs ERBIX
American Funds Capital World Gr&Inc C
Price$76.26
Change+$0.53 (+0.70%)
VolumeN/A
Net Assets142.32B
Eaton Vance Equity Strategy I
Price$21.18
Change+$0.07 (+0.33%)
VolumeN/A
Net Assets477.81M
CWGCX vs ERBIX Comparison Chart in %
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CWGCX vs. ERBIX commentary
Dec 04, 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 ERBIX is a Buy.
FUNDAMENTALS
Fundamentals
CWGCX has more cash in the bank: 142B vs. ERBIX (478M). CWGCX (0.75) and ERBIX (0.73) have matching dividends . 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: 35.00 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 : 11.77 vs. ERBIX (8.53). CWGCX return over 5 years is better than : 37.40 vs. ERBIX (17.20).
| 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 | 21.237 | 16.179 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 478M | 29,707% |
| Annual Yield % from dividends | 0.75 | 0.73 | 102% |
| Returns for 1 year | 11.77 | 8.53 | 138% |
| Returns for 3 years | 46.43 | 25.72 | 181% |
| Returns for 5 years | 37.40 | 17.20 | 217% |
| Returns for 10 years | 74.72 | 51.69 | 145% |
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