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CWIEX vs ERBCX
CWIEX vs ERBCX Comparison
Open Charts CWIEX vs ERBCX
American Funds Capital World Gr&Inc 529E
Price$71.51
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
Eaton Vance Equity Strategy C
Price$20.94
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets477.81M
CWIEX vs ERBCX Comparison Chart in %
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CWIEX vs. ERBCX 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 ERBCX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. ERBCX (478M). CWIEX pays higher dividends than ERBCX: CWIEX (1.14) vs ERBCX (0.00). CWIEX was incepted earlier than ERBCX: CWIEX (24 years) vs ERBCX (15 years). ERBCX (1.88) is less costly to investors than CWIEX (1.00). ERBCX is a more actively managed with annual turnover of: 56.00 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than ERBCX: CWIEX (250) vs ERBCX (1000). ERBCX (12.35) and CWIEX (12.05) have marching annual gain over last year. CWIEX return over 5 years is better than : 32.09 vs. ERBCX (17.17).
| CWIEX | ERBCX | CWIEX / ERBCX | |
| Total Expense Ratio | 1.00 | 1.87 | 53% |
| Annual Report Gross Expense Ratio | 1.00 | 1.88 | 53% |
| Fund Existence | 24 years | 15 years | - |
| Gain YTD | 14.072 | 18.315 | 77% |
| Front Load | N/A | N/A | - |
| 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 | 0.00 | - |
| Returns for 1 year | 12.05 | 12.35 | 98% |
| Returns for 3 years | 44.98 | 30.64 | 147% |
| Returns for 5 years | 32.09 | 17.17 | 187% |
| Returns for 10 years | 91.14 | 51.08 | 178% |
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