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CWIFX vs ERBAX
CWIFX vs ERBAX Comparison
Open Charts CWIFX vs ERBAX
American Funds Capital World Gr&Inc 529F
Price$77.27
Change+$0.32 (+0.42%)
VolumeN/A
Net Assets143.54B
Eaton Vance Equity Strategy A
Price$21.18
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets459.69M
CWIFX vs ERBAX Comparison Chart in %
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CWIFX vs. ERBAX commentary
Nov 14, 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 StrongBuy and ERBAX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 144B vs. ERBAX (460M). CWIFX pays higher dividends than ERBAX: CWIFX (1.49) vs ERBAX (0.51). 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: 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 : 15.20 vs. ERBAX (10.33). CWIFX return over 5 years is better than : 52.22 vs. ERBAX (19.94).
| 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 | 23.579 | 17.017 | 139% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 460M | 31,304% |
| Annual Yield % from dividends | 1.49 | 0.51 | 292% |
| Returns for 1 year | 15.20 | 10.33 | 147% |
| Returns for 3 years | 57.77 | 30.43 | 190% |
| Returns for 5 years | 52.22 | 19.94 | 262% |
| Returns for 10 years | 113.80 | 54.72 | 208% |
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