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CWGFX vs ERBIX
CWGFX vs ERBIX Comparison
Open Charts CWGFX vs ERBIX
American Funds Capital World Gr&Inc F1
Price$72.15
Change-$0.43 (-0.59%)
VolumeN/A
Net Assets137.09B
Eaton Vance Equity Strategy I
Price$19.90
Change-$0.07 (-0.35%)
VolumeN/A
Net Assets633.99M
CWGFX vs ERBIX Comparison Chart in %
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CWGFX vs. ERBIX commentary
Aug 20, 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: 137B vs. ERBIX (634M). CWGFX pays higher dividends than ERBIX: CWGFX (1.42) vs ERBIX (0.79). CWGFX was incepted earlier than ERBIX: CWGFX (24 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 : 9.42 vs. ERBIX (7.37). CWGFX return over 5 years is better than : 46.21 vs. ERBIX (18.99).
| CWGFX | ERBIX | CWGFX / ERBIX | |
| Total Expense Ratio | 0.80 | 1.05 | 76% |
| Annual Report Gross Expense Ratio | 0.80 | 1.05 | 76% |
| Fund Existence | 24 years | 15 years | - |
| Gain YTD | 14.731 | 9.884 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 634M | 21,609% |
| Annual Yield % from dividends | 1.42 | 0.79 | 180% |
| Returns for 1 year | 9.42 | 7.37 | 128% |
| Returns for 3 years | 42.95 | 18.08 | 238% |
| Returns for 5 years | 46.21 | 18.99 | 243% |
| Returns for 10 years | 71.98 | 49.71 | 145% |
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