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CWIEX vs ERBAX
CWIEX vs ERBAX Comparison
Open Charts CWIEX vs ERBAX
American Funds Capital World Gr&Inc 529E
Price$72.35
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
Eaton Vance RBA Equity Strategy Fd Cl A
Price$19.94
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets633.99M
CWIEX vs ERBAX Comparison Chart in %
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CWIEX vs. ERBAX commentary
Aug 19, 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 Buy and ERBAX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B vs. ERBAX (634M). CWIEX pays higher dividends than ERBAX: CWIEX (1.25) vs ERBAX (0.55). CWIEX was incepted earlier than ERBAX: CWIEX (23 years) vs ERBAX (15 years). ERBAX (1.30) is less costly to investors than CWIEX (1.00). ERBAX is a more actively managed with annual turnover of: 35.00 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 : 11.15 vs. ERBAX (9.06). CWIEX return over 5 years is better than : 49.58 vs. ERBAX (19.11).
| CWIEX | ERBAX | CWIEX / ERBAX | |
| Total Expense Ratio | 1.00 | 1.30 | 77% |
| Annual Report Gross Expense Ratio | 1.00 | 1.30 | 77% |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | 15.312 | 10.166 | 151% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 634M | 21,609% |
| Annual Yield % from dividends | 1.25 | 0.55 | 227% |
| Returns for 1 year | 11.15 | 9.06 | 123% |
| Returns for 3 years | 41.58 | 16.18 | 257% |
| Returns for 5 years | 49.58 | 19.11 | 259% |
| Returns for 10 years | 81.77 | 40.64 | 201% |
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