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CWIEX vs ERBIX
CWIEX vs ERBIX Comparison
Open Charts CWIEX vs ERBIX
American Funds Capital World Gr&Inc 529E
Price$75.73
Change-$1.39 (-1.80%)
VolumeN/A
Net Assets144.09B
Eaton Vance Equity Strategy I
Price$20.93
Change-$0.30 (-1.41%)
VolumeN/A
Net Assets459.69M
CWIEX vs ERBIX Comparison Chart in %
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CWIEX vs. ERBIX commentary
Nov 14, 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 StrongBuy and ERBIX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 144B vs. ERBIX (460M). CWIEX pays higher dividends than ERBIX: CWIEX (1.15) 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: 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 : 14.74 vs. ERBIX (10.58). CWIEX return over 5 years is better than : 49.27 vs. ERBIX (20.84).
| 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 | 23.158 | 17.228 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 460M | 31,304% |
| Annual Yield % from dividends | 1.15 | 0.73 | 157% |
| Returns for 1 year | 14.74 | 10.58 | 139% |
| Returns for 3 years | 55.93 | 30.99 | 180% |
| Returns for 5 years | 49.27 | 20.84 | 236% |
| Returns for 10 years | 105.00 | 56.26 | 187% |
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