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CWGFX vs ERBIX
CWGFX vs ERBIX Comparison
Open Charts CWGFX vs ERBIX
American Funds Capital World Gr&Inc F1
Price$71.76
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
Eaton Vance Equity Strategy I
Price$21.65
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets477.81M
CWGFX vs ERBIX Comparison Chart in %
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CWGFX vs. ERBIX commentary
Dec 28, 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 ERBIX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. ERBIX (478M). CWGFX pays higher dividends than ERBIX: CWGFX (1.31) vs ERBIX (0.73). CWGFX was incepted earlier than ERBIX: CWGFX (25 years) vs ERBIX (15 years). ERBIX (0.88) is less costly to investors than CWGFX (0.80). ERBIX is a more actively managed with annual turnover of: 56.00 vs. CWGFX (27.00). CWGFX has a lower initial minimum investment than ERBIX: CWGFX (250) vs ERBIX (1000000). ERBIX annual gain was more profitable for investors over the last year : 13.59 vs. CWGFX (12.34). CWGFX return over 5 years is better than : 31.00 vs. ERBIX (22.76).
| CWGFX | ERBIX | CWGFX / ERBIX | |
| Total Expense Ratio | 0.80 | 0.87 | 92% |
| Annual Report Gross Expense Ratio | 0.80 | 0.88 | 91% |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | 14.398 | 19.547 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 478M | 29,707% |
| Annual Yield % from dividends | 1.31 | 0.73 | 180% |
| Returns for 1 year | 12.34 | 13.59 | 91% |
| Returns for 3 years | 46.00 | 41.71 | 110% |
| Returns for 5 years | 31.00 | 22.76 | 136% |
| Returns for 10 years | 73.31 | 59.80 | 123% |
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