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CWIFX vs ERBAX
CWIFX vs ERBAX Comparison
Open Charts CWIFX vs ERBAX
American Funds Capital World Gr&Inc 529F
Price$74.18
Change+$0.27 (+0.37%)
VolumeN/A
Net Assets142.37B
Eaton Vance Equity Strategy A
Price$18.62
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets455.95M
CWIFX vs ERBAX Comparison Chart in %
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CWIFX vs. ERBAX commentary
Jan 18, 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 Hold and ERBAX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. ERBAX (456M). CWIFX pays higher dividends than ERBAX: CWIFX (1.66) vs ERBAX (0.78). 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 : 17.81 vs. ERBAX (2.20). CWIFX return over 5 years is better than : 35.65 vs. ERBAX (2.66).
| 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 | 4.273 | 2.590 | 165% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 456M | 31,140% |
| Annual Yield % from dividends | 1.66 | 0.78 | 213% |
| Returns for 1 year | 17.81 | 2.20 | 809% |
| Returns for 3 years | 45.09 | 17.91 | 252% |
| Returns for 5 years | 35.65 | 2.66 | 1,338% |
| Returns for 10 years | 127.68 | 48.38 | 264% |
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