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CWGFX vs ERBIX
CWGFX vs ERBIX Comparison
Open Charts CWGFX vs ERBIX
American Funds Capital World Gr&Inc F1
Price$75.99
Change-$1.40 (-1.81%)
VolumeN/A
Net Assets144.09B
Eaton Vance Equity Strategy I
Price$20.93
Change-$0.30 (-1.41%)
VolumeN/A
Net Assets459.69M
CWGFX vs ERBIX Comparison Chart in %
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CWGFX vs. ERBIX commentary
Nov 14, 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 ERBIX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 144B vs. ERBIX (460M). CWGFX pays higher dividends than ERBIX: CWGFX (1.32) 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: 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 : 14.99 vs. ERBIX (10.58). CWGFX return over 5 years is better than : 47.60 vs. ERBIX (20.84).
| 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 | 23.373 | 17.228 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 460M | 31,304% |
| Annual Yield % from dividends | 1.32 | 0.73 | 180% |
| Returns for 1 year | 14.99 | 10.58 | 142% |
| Returns for 3 years | 55.97 | 30.99 | 181% |
| Returns for 5 years | 47.60 | 20.84 | 228% |
| Returns for 10 years | 85.73 | 56.26 | 152% |
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