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CWIFX vs ERBAX
CWIFX vs ERBAX Comparison
Open Charts CWIFX vs ERBAX
American Funds Capital World Gr&Inc 529F
Price$74.82
Change+$1.74 (+2.38%)
VolumeN/A
Net Assets148B
Eaton Vance Equity Strategy A
Price$18.89
Change+$0.40 (+2.16%)
VolumeN/A
Net Assets581.8M
CWIFX vs ERBAX Comparison Chart in %
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CWIFX vs. ERBAX commentary
Feb 09, 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 CWIFX is a StrongBuy and ERBAX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 148B vs. ERBAX (582M). CWIFX pays higher dividends than ERBAX: CWIFX (1.59) vs ERBAX (0.76). CWIFX was incepted earlier than ERBAX: CWIFX (23 years) vs ERBAX (15 years). ERBAX (1.13) is less costly to investors than CWIFX (0.86). ERBAX is a more actively managed with annual turnover of: 56.00 vs. CWIFX (27.00). CWIFX has a lower initial minimum investment than ERBAX: CWIFX (250) vs ERBAX (1000). CWIFX annual gain was more profitable for investors over the last year : 14.26 vs. ERBAX (2.02). CWIFX return over 5 years is better than : 33.73 vs. ERBAX (2.21).
| CWIFX | ERBAX | CWIFX / ERBAX | |
| Total Expense Ratio | 0.86 | 1.12 | 77% |
| Annual Report Gross Expense Ratio | 0.86 | 1.13 | 76% |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | 5.173 | 4.077 | 127% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 582M | 25,430% |
| Annual Yield % from dividends | 1.59 | 0.76 | 209% |
| Returns for 1 year | 14.26 | 2.02 | 707% |
| Returns for 3 years | 44.18 | 18.16 | 243% |
| Returns for 5 years | 33.73 | 2.21 | 1,528% |
| Returns for 10 years | 134.04 | 54.63 | 245% |
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