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CWIEX vs ERBIX
CWIEX vs ERBIX Comparison
Open Charts CWIEX vs ERBIX
American Funds Capital World Gr&Inc 529E
Price$74.29
Change+$0.31 (+0.42%)
VolumeN/A
Net Assets139.59B
Eaton Vance Equity Strategy I
Price$20.47
Change+$0.12 (+0.59%)
VolumeN/A
Net Assets471.57M
CWIEX vs ERBIX Comparison Chart in %
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CWIEX vs. ERBIX commentary
Sep 27, 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: 140B vs. ERBIX (472M). CWIEX pays higher dividends than ERBIX: CWIEX (1.22) vs ERBIX (0.78). CWIEX was incepted earlier than ERBIX: CWIEX (24 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 : 9.15 vs. ERBIX (7.51). CWIEX return over 5 years is better than : 56.65 vs. ERBIX (25.79).
| CWIEX | ERBIX | CWIEX / ERBIX | |
| Total Expense Ratio | 1.00 | 1.05 | 95% |
| Annual Report Gross Expense Ratio | 1.00 | 1.05 | 95% |
| Fund Existence | 24 years | 15 years | - |
| Gain YTD | 18.639 | 13.031 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 472M | 29,661% |
| Annual Yield % from dividends | 1.22 | 0.78 | 158% |
| Returns for 1 year | 9.15 | 7.51 | 122% |
| Returns for 3 years | 69.61 | 39.34 | 177% |
| Returns for 5 years | 56.65 | 25.79 | 220% |
| Returns for 10 years | 109.57 | 60.99 | 180% |
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