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CWIEX vs ERBAX
CWIEX vs ERBAX Comparison
Open Charts CWIEX vs ERBAX
American Funds Capital World Gr&Inc 529E
Price$74.29
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets140.16B
Eaton Vance Equity Strategy A
Price$20.43
Change+$0.12 (+0.59%)
VolumeN/A
Net Assets471.57M
CWIEX vs ERBAX Comparison Chart in %
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CWIEX vs. ERBAX commentary
Sep 28, 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 Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 140B vs. ERBAX (472M). CWIEX pays higher dividends than ERBAX: CWIEX (1.22) vs ERBAX (0.54). CWIEX was incepted earlier than ERBAX: CWIEX (24 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 : 9.15 vs. ERBAX (7.31). CWIEX return over 5 years is better than : 56.65 vs. ERBAX (24.85).
| CWIEX | ERBAX | CWIEX / ERBAX | |
| Total Expense Ratio | 1.00 | 1.30 | 77% |
| Annual Report Gross Expense Ratio | 1.00 | 1.30 | 77% |
| Fund Existence | 24 years | 15 years | - |
| Gain YTD | 18.639 | 12.873 | 145% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 472M | 29,661% |
| Annual Yield % from dividends | 1.22 | 0.54 | 226% |
| Returns for 1 year | 9.15 | 7.31 | 125% |
| Returns for 3 years | 69.61 | 38.76 | 180% |
| Returns for 5 years | 56.65 | 24.85 | 228% |
| Returns for 10 years | 109.57 | 59.38 | 185% |
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