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CWGFX vs ERBCX
CWGFX vs ERBCX Comparison
Open Charts CWGFX vs ERBCX
American Funds Capital World Gr&Inc F1
Price$76.01
Change+$0.79 (+1.05%)
VolumeN/A
Net Assets140.77B
Eaton Vance Equity Strategy C
Price$20.16
Change+$0.21 (+1.05%)
VolumeN/A
Net Assets460.16M
CWGFX vs ERBCX Comparison Chart in %
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CWGFX vs. ERBCX commentary
Oct 21, 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 ERBCX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 141B vs. ERBCX (460M). CWGFX pays higher dividends than ERBCX: CWGFX (1.35) 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: 35.00 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 : 10.73 vs. ERBCX (6.34). CWGFX return over 5 years is better than : 50.48 vs. ERBCX (16.05).
| 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 | 19.913 | 12.776 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 460M | 30,652% |
| Annual Yield % from dividends | 1.35 | 0.00 | - |
| Returns for 1 year | 10.73 | 6.34 | 169% |
| Returns for 3 years | 66.79 | 34.03 | 196% |
| Returns for 5 years | 50.48 | 16.05 | 314% |
| Returns for 10 years | 76.92 | 43.70 | 176% |
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