Interact to see
Advertisement
Advertisement
CWIEX vs EADIX
CWIEX vs EADIX Comparison
Open Charts CWIEX vs EADIX
American Funds Capital World Gr&Inc 529E
Price$73.67
Change-$0.17 (-0.23%)
VolumeN/A
Net Assets142.37B
Eaton Vance Global Equity Income A
Price$20.31
Change-$0.06 (-0.29%)
VolumeN/A
Net Assets777.34M
CWIEX vs EADIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIEX vs. EADIX commentary
Jan 15, 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 CWIEX is a Hold and EADIX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. EADIX (777M). EADIX pays higher dividends than CWIEX: EADIX (3.97) vs CWIEX (1.30). CWIEX was incepted earlier than EADIX: CWIEX (24 years) vs EADIX (23 years). EADIX (1.18) is less costly to investors than CWIEX (1.00). EADIX is a more actively managed with annual turnover of: 136.00 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than EADIX: CWIEX (250) vs EADIX (1000). EADIX annual gain was more profitable for investors over the last year : 27.07 vs. CWIEX (18.57). EADIX return over 5 years is better than : 56.20 vs. CWIEX (32.31).
| CWIEX | EADIX | CWIEX / EADIX | |
| Total Expense Ratio | 1.00 | 1.18 | 85% |
| Annual Report Gross Expense Ratio | 1.00 | 1.18 | 85% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 3.717 | 2.835 | 131% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 777M | 18,275% |
| Annual Yield % from dividends | 1.30 | 3.97 | 33% |
| Returns for 1 year | 18.57 | 27.07 | 69% |
| Returns for 3 years | 42.33 | 63.52 | 67% |
| Returns for 5 years | 32.31 | 56.20 | 57% |
| Returns for 10 years | 118.27 | 136.03 | 87% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| EFV | 73.42 | 0.72 | +0.99% |
| iShares MSCI EAFE Value ETF | |||
| TRSY | 30.11 | 0.01 | +0.05% |
| Xtrackers US 0-1 Year Treasury ETF | |||
| FTQI | 20.97 | -0.09 | -0.43% |
| First Trust Nasdaq BuyWrite Income ETF | |||
| GTEK | 41.36 | -0.42 | -1.01% |
| Goldman Sachs Future Tech Leaders Eq ETF | |||
| NBDS | 35.84 | -0.55 | -1.52% |
| Neuberger Disrupters ETF | |||