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CWIEX vs ERBAX
CWIEX vs ERBAX Comparison
Open Charts CWIEX vs ERBAX
American Funds Capital World Gr&Inc 529E
Price$71.43
Change+$0.12 (+0.17%)
VolumeN/A
Net Assets142.32B
Eaton Vance Equity Strategy A
Price$21.58
Change+$0.05 (+0.23%)
VolumeN/A
Net Assets477.81M
CWIEX vs ERBAX Comparison Chart in %
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CWIEX vs. ERBAX commentary
Dec 27, 2025
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 Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. ERBAX (478M). CWIEX pays higher dividends than ERBAX: CWIEX (1.14) vs ERBAX (0.51). 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). ERBAX annual gain was more profitable for investors over the last year : 13.23 vs. CWIEX (12.05). CWIEX return over 5 years is better than : 32.09 vs. ERBAX (21.54).
| 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 | 14.072 | 19.227 | 73% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 478M | 29,707% |
| Annual Yield % from dividends | 1.14 | 0.51 | 224% |
| Returns for 1 year | 12.05 | 13.23 | 91% |
| Returns for 3 years | 44.98 | 33.30 | 135% |
| Returns for 5 years | 32.09 | 21.54 | 149% |
| Returns for 10 years | 91.14 | 59.42 | 153% |
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