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CWGFX vs ERBAX
CWGFX vs ERBAX Comparison
Open Charts CWGFX vs ERBAX
American Funds Capital World Gr&Inc F1
Price$77.14
Change+$0.55 (+0.72%)
VolumeN/A
Net Assets142.32B
Eaton Vance Equity Strategy A
Price$21.13
Change+$0.07 (+0.33%)
VolumeN/A
Net Assets477.81M
CWGFX vs ERBAX Comparison Chart in %
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CWGFX vs. ERBAX 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 CWGFX is a StrongBuy and ERBAX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. ERBAX (478M). CWGFX pays higher dividends than ERBAX: CWGFX (1.31) 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 : 12.58 vs. ERBAX (8.22). CWGFX return over 5 years is better than : 41.11 vs. ERBAX (16.26).
| 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 | 21.970 | 15.912 | 138% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 478M | 29,707% |
| Annual Yield % from dividends | 1.31 | 0.51 | 257% |
| Returns for 1 year | 12.58 | 8.22 | 153% |
| Returns for 3 years | 49.31 | 25.18 | 196% |
| Returns for 5 years | 41.11 | 16.26 | 253% |
| Returns for 10 years | 79.52 | 50.21 | 158% |
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