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CWGFX vs ERBIX
CWGFX vs ERBIX Comparison
Open Charts CWGFX vs ERBIX
American Funds Capital World Gr&Inc F1
Price$74.52
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets139.59B
Eaton Vance Equity Strategy I
Price$20.47
Change+$0.12 (+0.59%)
VolumeN/A
Net Assets471.57M
CWGFX vs ERBIX Comparison Chart in %
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CWGFX vs. ERBIX commentary
Sep 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 Buy and ERBIX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 140B vs. ERBIX (472M). CWGFX pays higher dividends than ERBIX: CWGFX (1.39) vs ERBIX (0.78). CWGFX was incepted earlier than ERBIX: CWGFX (25 years) vs ERBIX (15 years). ERBIX (1.05) is less costly to investors than CWGFX (0.80). ERBIX is a more actively managed with annual turnover of: 35.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than ERBIX: CWGFX (250) vs ERBIX (1000000). CWGFX annual gain was more profitable for investors over the last year : 9.37 vs. ERBIX (7.51). CWGFX return over 5 years is better than : 54.88 vs. ERBIX (25.79).
| CWGFX | ERBIX | CWGFX / ERBIX | |
| Total Expense Ratio | 0.80 | 1.05 | 76% |
| Annual Report Gross Expense Ratio | 0.80 | 1.05 | 76% |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | 18.797 | 13.031 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 472M | 29,661% |
| Annual Yield % from dividends | 1.39 | 0.78 | 180% |
| Returns for 1 year | 9.37 | 7.51 | 125% |
| Returns for 3 years | 69.62 | 39.34 | 177% |
| Returns for 5 years | 54.88 | 25.79 | 213% |
| Returns for 10 years | 89.86 | 60.99 | 147% |
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