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CWIEX vs ERBIX
CWIEX vs ERBIX Comparison
Open Charts CWIEX vs ERBIX
American Funds Capital World Gr&Inc 529E
Price$76.86
Change+$0.54 (+0.71%)
VolumeN/A
Net Assets142.32B
Eaton Vance Equity Strategy I
Price$21.18
Change+$0.07 (+0.33%)
VolumeN/A
Net Assets477.81M
CWIEX vs ERBIX Comparison Chart in %
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CWIEX vs. ERBIX commentary
Dec 04, 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: 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: 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 : 12.34 vs. ERBIX (8.53). CWIEX return over 5 years is better than : 42.72 vs. ERBIX (17.20).
| 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 | 21.753 | 16.179 | 134% |
| 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 | 12.34 | 8.53 | 145% |
| Returns for 3 years | 49.28 | 25.72 | 192% |
| Returns for 5 years | 42.72 | 17.20 | 248% |
| Returns for 10 years | 98.13 | 51.69 | 190% |
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