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CWICX vs ERBAX
CWICX vs ERBAX Comparison
Open Charts CWICX vs ERBAX
American Funds Capital World Gr&Inc 529C
Price$73.99
Change+$0.26 (+0.35%)
VolumeN/A
Net Assets142.37B
Eaton Vance Equity Strategy A
Price$18.62
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets455.95M
CWICX vs ERBAX Comparison Chart in %
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CWICX vs. ERBAX commentary
Jan 18, 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 CWICX is a Hold and ERBAX is a Hold.
FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 142B vs. ERBAX (456M). CWICX (0.82) and ERBAX (0.78) have matching dividends . CWICX was incepted earlier than ERBAX: CWICX (24 years) vs ERBAX (15 years). CWICX (1.53) is less costly to investors than ERBAX (1.13). ERBAX is a more actively managed with annual turnover of: 56.00 vs. CWICX (27.00). CWICX has a lower initial minimum investment than ERBAX: CWICX (250) vs ERBAX (1000). CWICX annual gain was more profitable for investors over the last year : 16.70 vs. ERBAX (2.20). CWICX return over 5 years is better than : 29.51 vs. ERBAX (2.66).
| CWICX | ERBAX | CWICX / ERBAX | |
| Total Expense Ratio | 1.53 | 1.12 | 137% |
| Annual Report Gross Expense Ratio | 1.53 | 1.13 | 135% |
| Fund Existence | 24 years | 15 years | - |
| Gain YTD | 4.211 | 2.590 | 163% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 456M | 31,140% |
| Annual Yield % from dividends | 0.82 | 0.78 | 105% |
| Returns for 1 year | 16.70 | 2.20 | 759% |
| Returns for 3 years | 41.12 | 17.91 | 230% |
| Returns for 5 years | 29.51 | 2.66 | 1,107% |
| Returns for 10 years | 106.89 | 48.38 | 221% |
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