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CWGFX vs ERBAX
CWGFX vs ERBAX Comparison
Open Charts CWGFX vs ERBAX
American Funds Capital World Gr&Inc F1
Price$77.39
Change+$0.33 (+0.43%)
VolumeN/A
Net Assets143.54B
Eaton Vance Equity Strategy A
Price$21.18
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets459.69M
CWGFX vs ERBAX Comparison Chart in %
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CWGFX vs. ERBAX commentary
Nov 14, 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 CWGFX is a StrongBuy and ERBAX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 144B vs. ERBAX (460M). CWGFX pays higher dividends than ERBAX: CWGFX (1.32) vs ERBAX (0.51). CWGFX was incepted earlier than ERBAX: CWGFX (25 years) vs ERBAX (15 years). ERBAX (1.13) is less costly to investors than CWGFX (0.80). ERBAX is a more actively managed with annual turnover of: 35.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than ERBAX: CWGFX (250) vs ERBAX (1000). CWGFX annual gain was more profitable for investors over the last year : 14.99 vs. ERBAX (10.33). CWGFX return over 5 years is better than : 47.60 vs. ERBAX (19.94).
| CWGFX | ERBAX | CWGFX / ERBAX | |
| Total Expense Ratio | 0.80 | 1.12 | 71% |
| Annual Report Gross Expense Ratio | 0.80 | 1.13 | 71% |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | 23.373 | 17.017 | 137% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 460M | 31,304% |
| Annual Yield % from dividends | 1.32 | 0.51 | 258% |
| Returns for 1 year | 14.99 | 10.33 | 145% |
| Returns for 3 years | 55.97 | 30.43 | 184% |
| Returns for 5 years | 47.60 | 19.94 | 239% |
| Returns for 10 years | 85.73 | 54.72 | 157% |
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