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CWGFX vs ERBCX
CWGFX vs ERBCX Comparison
Open Charts CWGFX vs ERBCX
American Funds Capital World Gr&Inc F1
Price$71.76
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
Eaton Vance Equity Strategy C
Price$20.94
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets477.81M
CWGFX vs ERBCX Comparison Chart in %
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CWGFX vs. ERBCX commentary
Dec 27, 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 Hold and ERBCX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. ERBCX (478M). CWGFX pays higher dividends than ERBCX: CWGFX (1.31) vs ERBCX (0.00). CWGFX was incepted earlier than ERBCX: CWGFX (25 years) vs ERBCX (15 years). ERBCX (1.88) is less costly to investors than CWGFX (0.80). ERBCX is a more actively managed with annual turnover of: 56.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than ERBCX: CWGFX (250) vs ERBCX (1000). ERBCX (12.35) and CWGFX (12.25) have marching annual gain over last year. CWGFX return over 5 years is better than : 30.86 vs. ERBCX (17.17).
| CWGFX | ERBCX | CWGFX / ERBCX | |
| Total Expense Ratio | 0.80 | 1.87 | 43% |
| Annual Report Gross Expense Ratio | 0.80 | 1.88 | 43% |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | 14.270 | 18.315 | 78% |
| Front Load | N/A | N/A | - |
| 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 | 0.00 | - |
| Returns for 1 year | 12.25 | 12.35 | 99% |
| Returns for 3 years | 45.89 | 30.64 | 150% |
| Returns for 5 years | 30.86 | 17.17 | 180% |
| Returns for 10 years | 74.27 | 51.08 | 145% |
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