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CWGFX vs ERBIX
CWGFX vs ERBIX Comparison
Open Charts CWGFX vs ERBIX
American Funds Capital World Gr&Inc F1
Price$74.79
Change-$1.05 (-1.38%)
VolumeN/A
Net Assets142.37B
Eaton Vance Equity Strategy I
Price$18.83
Change-$1.91 (-9.21%)
VolumeN/A
Net Assets581.8M
CWGFX vs ERBIX Comparison Chart in %
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CWGFX vs. ERBIX commentary
Feb 04, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 142B vs. ERBIX (582M). CWGFX pays higher dividends than ERBIX: CWGFX (1.41) vs ERBIX (1.01). 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). CWGFX annual gain was more profitable for investors over the last year : 16.18 vs. ERBIX (3.45). CWGFX return over 5 years is better than : 30.54 vs. ERBIX (3.26).
| 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 | 4.924 | 3.689 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 582M | 24,399% |
| Annual Yield % from dividends | 1.41 | 1.01 | 141% |
| Returns for 1 year | 16.18 | 3.45 | 470% |
| Returns for 3 years | 43.02 | 18.88 | 228% |
| Returns for 5 years | 30.54 | 3.26 | 936% |
| Returns for 10 years | 99.82 | 53.04 | 188% |
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