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CWGFX vs ERBCX
CWGFX vs ERBCX Comparison
Open Charts CWGFX vs ERBCX
American Funds Capital World Gr&Inc F1
Price$74.05
Change+$0.12 (+0.16%)
VolumeN/A
Net Assets142.37B
Eaton Vance Equity Strategy C
Price$18.11
Change+$0.05 (+0.28%)
VolumeN/A
Net Assets455.95M
CWGFX vs ERBCX Comparison Chart in %
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CWGFX vs. ERBCX commentary
Jan 16, 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 ERBCX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. ERBCX (456M). CWGFX pays higher dividends than ERBCX: CWGFX (1.48) 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). CWGFX annual gain was more profitable for investors over the last year : 17.68 vs. ERBCX (0.95). CWGFX return over 5 years is better than : 31.33 vs. ERBCX (-1.45).
| 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 | 3.886 | 2.432 | 160% |
| Front Load | N/A | N/A | - |
| 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 | 0.00 | - |
| Returns for 1 year | 17.68 | 0.95 | 1,865% |
| Returns for 3 years | 43.53 | 14.61 | 298% |
| Returns for 5 years | 31.33 | -1.45 | -2,159% |
| Returns for 10 years | 99.39 | 40.97 | 243% |
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