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CWIEX vs ERBIX
CWIEX vs ERBIX Comparison
Open Charts CWIEX vs ERBIX
American Funds Capital World Gr&Inc 529E
Price$74.52
Change-$1.08 (-1.43%)
VolumeN/A
Net Assets142.37B
Eaton Vance Equity Strategy I
Price$18.83
Change-$1.91 (-9.21%)
VolumeN/A
Net Assets581.8M
CWIEX vs ERBIX Comparison Chart in %
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CWIEX vs. ERBIX commentary
Feb 05, 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 Buy and ERBIX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 142B vs. ERBIX (582M). CWIEX pays higher dividends than ERBIX: CWIEX (1.24) vs ERBIX (1.01). 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). CWIEX annual gain was more profitable for investors over the last year : 15.93 vs. ERBIX (3.45). CWIEX return over 5 years is better than : 31.71 vs. ERBIX (3.26).
| 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 | 4.913 | 3.689 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 582M | 24,399% |
| Annual Yield % from dividends | 1.24 | 1.01 | 124% |
| Returns for 1 year | 15.93 | 3.45 | 462% |
| Returns for 3 years | 42.06 | 18.88 | 223% |
| Returns for 5 years | 31.71 | 3.26 | 972% |
| Returns for 10 years | 119.07 | 53.04 | 224% |
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