Interact to see
Advertisement
Advertisement
CWGFX vs ERBAX
CWGFX vs ERBAX Comparison
Open Charts CWGFX vs ERBAX
American Funds Capital World Gr&Inc F1
Price$74.95
Change+$1.74 (+2.38%)
VolumeN/A
Net Assets148B
Eaton Vance Equity Strategy A
Price$18.89
Change+$0.40 (+2.16%)
VolumeN/A
Net Assets581.8M
CWGFX vs ERBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWGFX vs. ERBAX commentary
Feb 09, 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 CWGFX is a StrongBuy and ERBAX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 148B vs. ERBAX (582M). CWGFX pays higher dividends than ERBAX: CWGFX (1.41) vs ERBAX (0.76). 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: 56.00 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 : 14.08 vs. ERBAX (2.02). CWGFX return over 5 years is better than : 29.95 vs. ERBAX (2.21).
| 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 | 5.149 | 4.077 | 126% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 582M | 25,430% |
| Annual Yield % from dividends | 1.41 | 0.76 | 186% |
| Returns for 1 year | 14.08 | 2.02 | 698% |
| Returns for 3 years | 43.43 | 18.16 | 239% |
| Returns for 5 years | 29.95 | 2.21 | 1,356% |
| Returns for 10 years | 104.70 | 54.63 | 192% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| ICF | 62.39 | 1.10 | +1.79% |
| iShares Select U.S. REIT ETF | |||
| IFED | 43.68 | 0.29 | +0.67% |
| ETRACS IFED Inv with the Fd TR ETN | |||
| ZHOG | 51.98 | 0.05 | +0.11% |
| F/m Opportunistic Income ETF | |||
| DCRE | 52.09 | 0.03 | +0.06% |
| DoubleLine Commercial Real Estt Dbt ETF | |||
| FINE | 22.00 | N/A | N/A |
| Themes ETF Trust Themes European Luxury ETF | |||