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CWIEX vs ERBCX
CWIEX vs ERBCX Comparison
Open Charts CWIEX vs ERBCX
American Funds Capital World Gr&Inc 529E
Price$73.78
Change+$0.11 (+0.15%)
VolumeN/A
Net Assets142.37B
Eaton Vance Equity Strategy C
Price$18.11
Change+$0.05 (+0.28%)
VolumeN/A
Net Assets455.95M
CWIEX vs ERBCX Comparison Chart in %
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CWIEX vs. ERBCX commentary
Jan 16, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. ERBCX (456M). CWIEX pays higher dividends than ERBCX: CWIEX (1.30) 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). CWIEX annual gain was more profitable for investors over the last year : 17.39 vs. ERBCX (0.95). CWIEX return over 5 years is better than : 32.50 vs. ERBCX (-1.45).
| 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 | 3.872 | 2.432 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 456M | 31,140% |
| Annual Yield % from dividends | 1.30 | 0.00 | - |
| Returns for 1 year | 17.39 | 0.95 | 1,835% |
| Returns for 3 years | 42.55 | 14.61 | 291% |
| Returns for 5 years | 32.50 | -1.45 | -2,240% |
| Returns for 10 years | 118.59 | 40.97 | 289% |
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