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CWGFX vs ERBAX
CWGFX vs ERBAX Comparison
Open Charts CWGFX vs ERBAX
American Funds Capital World Gr&Inc F1
Price$74.31
Change+$0.26 (+0.35%)
VolumeN/A
Net Assets142.37B
Eaton Vance Equity Strategy A
Price$18.62
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets455.95M
CWGFX vs ERBAX Comparison Chart in %
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CWGFX vs. ERBAX commentary
Jan 18, 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 Hold and ERBAX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. ERBAX (456M). CWGFX pays higher dividends than ERBAX: CWGFX (1.48) vs ERBAX (0.78). 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 : 17.59 vs. ERBAX (2.20). CWGFX return over 5 years is better than : 31.79 vs. ERBAX (2.66).
| 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 | 4.251 | 2.590 | 164% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 456M | 31,140% |
| Annual Yield % from dividends | 1.48 | 0.78 | 190% |
| Returns for 1 year | 17.59 | 2.20 | 799% |
| Returns for 3 years | 44.33 | 17.91 | 247% |
| Returns for 5 years | 31.79 | 2.66 | 1,193% |
| Returns for 10 years | 99.08 | 48.38 | 205% |
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