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CWIEX vs ERBAX
CWIEX vs ERBAX Comparison
Open Charts CWIEX vs ERBAX
American Funds Capital World Gr&Inc 529E
Price$74.68
Change+$1.74 (+2.39%)
VolumeN/A
Net Assets148B
Eaton Vance Equity Strategy A
Price$18.89
Change+$0.40 (+2.16%)
VolumeN/A
Net Assets581.8M
CWIEX vs ERBAX Comparison Chart in %
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CWIEX vs. ERBAX commentary
Feb 09, 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 StrongBuy and ERBAX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 148B vs. ERBAX (582M). CWIEX pays higher dividends than ERBAX: CWIEX (1.24) vs ERBAX (0.76). CWIEX was incepted earlier than ERBAX: CWIEX (24 years) vs ERBAX (15 years). ERBAX (1.13) is less costly to investors than CWIEX (1.00). ERBAX is a more actively managed with annual turnover of: 56.00 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than ERBAX: CWIEX (250) vs ERBAX (1000). CWIEX annual gain was more profitable for investors over the last year : 13.82 vs. ERBAX (2.02). CWIEX return over 5 years is better than : 31.13 vs. ERBAX (2.21).
| CWIEX | ERBAX | CWIEX / ERBAX | |
| Total Expense Ratio | 1.00 | 1.12 | 89% |
| Annual Report Gross Expense Ratio | 1.00 | 1.13 | 88% |
| Fund Existence | 24 years | 15 years | - |
| Gain YTD | 5.139 | 4.077 | 126% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 582M | 25,430% |
| Annual Yield % from dividends | 1.24 | 0.76 | 164% |
| Returns for 1 year | 13.82 | 2.02 | 685% |
| Returns for 3 years | 42.50 | 18.16 | 234% |
| Returns for 5 years | 31.13 | 2.21 | 1,410% |
| Returns for 10 years | 124.43 | 54.63 | 228% |
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