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CWIEX vs ERBAX
CWIEX vs ERBAX Comparison
Open Charts CWIEX vs ERBAX
American Funds Capital World Gr&Inc 529E
Price$74.97
Change-$0.09 (-0.12%)
VolumeN/A
Net Assets140.97B
Eaton Vance Equity Strategy A
Price$20.54
Change+$0.07 (+0.34%)
VolumeN/A
Net Assets460.16M
CWIEX vs ERBAX Comparison Chart in %
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CWIEX vs. ERBAX commentary
Oct 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 Hold and ERBAX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 141B vs. ERBAX (460M). CWIEX pays higher dividends than ERBAX: CWIEX (1.17) vs ERBAX (0.52). 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: 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 : 10.48 vs. ERBAX (7.16). CWIEX return over 5 years is better than : 52.18 vs. ERBAX (19.86).
| 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 | 19.725 | 13.481 | 146% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 460M | 30,652% |
| Annual Yield % from dividends | 1.17 | 0.52 | 224% |
| Returns for 1 year | 10.48 | 7.16 | 146% |
| Returns for 3 years | 66.72 | 36.67 | 182% |
| Returns for 5 years | 52.18 | 19.86 | 263% |
| Returns for 10 years | 95.26 | 50.36 | 189% |
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