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CWIEX vs ERBAX
CWIEX vs ERBAX Comparison
Open Charts CWIEX vs ERBAX
American Funds Capital World Gr&Inc 529E
Price$74.05
Change+$0.27 (+0.37%)
VolumeN/A
Net Assets142.37B
Eaton Vance Equity Strategy A
Price$18.62
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets455.95M
CWIEX vs ERBAX Comparison Chart in %
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CWIEX 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 CWIEX is a Hold and ERBAX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. ERBAX (456M). CWIEX pays higher dividends than ERBAX: CWIEX (1.30) vs ERBAX (0.78). 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 : 17.34 vs. ERBAX (2.20). CWIEX return over 5 years is better than : 32.99 vs. ERBAX (2.66).
| 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 | 4.252 | 2.590 | 164% |
| 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 | 1.30 | 0.78 | 167% |
| Returns for 1 year | 17.34 | 2.20 | 788% |
| Returns for 3 years | 43.39 | 17.91 | 242% |
| Returns for 5 years | 32.99 | 2.66 | 1,238% |
| Returns for 10 years | 118.29 | 48.38 | 244% |
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