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CWIEX vs ERBIX
CWIEX vs ERBIX Comparison
Open Charts CWIEX vs ERBIX
American Funds Capital World Gr&Inc 529E
Price$71.90
Change-$0.42 (-0.58%)
VolumeN/A
Net Assets137.09B
Eaton Vance Equity Strategy I
Price$19.90
Change-$0.07 (-0.35%)
VolumeN/A
Net Assets633.99M
CWIEX vs ERBIX Comparison Chart in %
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CWIEX vs. ERBIX commentary
Aug 20, 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 ERBIX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 137B vs. ERBIX (634M). CWIEX pays higher dividends than ERBIX: CWIEX (1.25) vs ERBIX (0.79). CWIEX was incepted earlier than ERBIX: CWIEX (23 years) vs ERBIX (15 years). ERBIX (1.05) and CWIEX (1.00) have similar cost to investors . ERBIX is a more actively managed with annual turnover of: 35.00 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than ERBIX: CWIEX (250) vs ERBIX (1000000). CWIEX annual gain was more profitable for investors over the last year : 9.17 vs. ERBIX (7.37). CWIEX return over 5 years is better than : 48.42 vs. ERBIX (18.99).
| CWIEX | ERBIX | CWIEX / ERBIX | |
| Total Expense Ratio | 1.00 | 1.05 | 95% |
| Annual Report Gross Expense Ratio | 1.00 | 1.05 | 95% |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | 14.594 | 9.884 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 634M | 21,609% |
| Annual Yield % from dividends | 1.25 | 0.79 | 158% |
| Returns for 1 year | 9.17 | 7.37 | 124% |
| Returns for 3 years | 43.46 | 18.08 | 240% |
| Returns for 5 years | 48.42 | 18.99 | 255% |
| Returns for 10 years | 90.50 | 49.71 | 182% |
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