Interact to see
Advertisement
Advertisement
CWIFX vs ERBAX
CWIFX vs ERBAX Comparison
Open Charts CWIFX vs ERBAX
American Funds Capital World Gr&Inc 529F
Price$74.40
Change+$0.32 (+0.43%)
VolumeN/A
Net Assets140.16B
Eaton Vance Equity Strategy A
Price$20.43
Change+$0.12 (+0.59%)
VolumeN/A
Net Assets471.57M
CWIFX vs ERBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIFX vs. ERBAX commentary
Sep 28, 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 CWIFX is a Buy and ERBAX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 140B vs. ERBAX (472M). CWIFX pays higher dividends than ERBAX: CWIFX (1.57) vs ERBAX (0.54). CWIFX was incepted earlier than ERBAX: CWIFX (23 years) vs ERBAX (15 years). ERBAX (1.30) is less costly to investors than CWIFX (0.86). ERBAX is a more actively managed with annual turnover of: 35.00 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 : 9.58 vs. ERBAX (7.31). CWIFX return over 5 years is better than : 59.80 vs. ERBAX (24.85).
| CWIFX | ERBAX | CWIFX / ERBAX | |
| Total Expense Ratio | 0.86 | 1.30 | 66% |
| Annual Report Gross Expense Ratio | 0.86 | 1.30 | 66% |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | 18.989 | 12.873 | 148% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 472M | 29,661% |
| Annual Yield % from dividends | 1.57 | 0.54 | 290% |
| Returns for 1 year | 9.58 | 7.31 | 131% |
| Returns for 3 years | 71.60 | 38.76 | 185% |
| Returns for 5 years | 59.80 | 24.85 | 241% |
| Returns for 10 years | 118.55 | 59.38 | 200% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| GUNR | 43.86 | 0.30 | +0.69% |
| FlexShares Mstar Glbl Upstrm Nat Res ETF | |||
| GOOX | 45.76 | 0.31 | +0.68% |
| T-Rex 2X Long Alphabet Daily Target ETF | |||
| MAMB | 23.57 | 0.02 | +0.10% |
| Monarch Ambassador Income ETF | |||
| PMMR | 25.77 | N/A | N/A |
| PGIM S&P 500 Max Buffer ETF - March | |||
| BOIL | 27.31 | -0.51 | -1.83% |
| ProShares Ultra Bloomberg Natural Gas | |||