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CWIEX vs ERBIX
CWIEX vs ERBIX Comparison
Open Charts CWIEX vs ERBIX
American Funds Capital World Gr&Inc 529E
Price$71.51
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
Eaton Vance Equity Strategy I
Price$21.65
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets477.81M
CWIEX vs ERBIX Comparison Chart in %
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CWIEX vs. ERBIX commentary
Dec 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 Hold and ERBIX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. ERBIX (478M). CWIEX pays higher dividends than ERBIX: CWIEX (1.14) vs ERBIX (0.73). CWIEX was incepted earlier than ERBIX: CWIEX (24 years) vs ERBIX (15 years). CWIEX (1.00) is less costly to investors than ERBIX (0.88). ERBIX is a more actively managed with annual turnover of: 56.00 vs. CWIEX (27.00). CWIEX has a lower initial minimum investment than ERBIX: CWIEX (250) vs ERBIX (1000000). ERBIX annual gain was more profitable for investors over the last year : 13.59 vs. CWIEX (12.16). CWIEX return over 5 years is better than : 32.24 vs. ERBIX (22.76).
| CWIEX | ERBIX | CWIEX / ERBIX | |
| Total Expense Ratio | 1.00 | 0.87 | 115% |
| Annual Report Gross Expense Ratio | 1.00 | 0.88 | 114% |
| Fund Existence | 24 years | 15 years | - |
| Gain YTD | 14.199 | 19.547 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 478M | 29,707% |
| Annual Yield % from dividends | 1.14 | 0.73 | 156% |
| Returns for 1 year | 12.16 | 13.59 | 89% |
| Returns for 3 years | 45.09 | 41.71 | 108% |
| Returns for 5 years | 32.24 | 22.76 | 142% |
| Returns for 10 years | 90.09 | 59.80 | 151% |
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