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CWIFX vs ERBCX
CWIFX vs ERBCX Comparison
Open Charts CWIFX vs ERBCX
American Funds Capital World Gr&Inc 529F
Price$75.89
Change+$0.79 (+1.05%)
VolumeN/A
Net Assets140.77B
Eaton Vance Equity Strategy C
Price$20.16
Change+$0.21 (+1.05%)
VolumeN/A
Net Assets460.16M
CWIFX vs ERBCX Comparison Chart in %
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CWIFX vs. ERBCX commentary
Oct 21, 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 ERBCX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 141B vs. ERBCX (460M). CWIFX pays higher dividends than ERBCX: CWIFX (1.53) vs ERBCX (0.00). CWIFX was incepted earlier than ERBCX: CWIFX (23 years) vs ERBCX (15 years). ERBCX (1.88) is less costly to investors than CWIFX (0.86). ERBCX is a more actively managed with annual turnover of: 35.00 vs. CWIFX (27.00). CWIFX has a lower initial minimum investment than ERBCX: CWIFX (250) vs ERBCX (1000). CWIFX annual gain was more profitable for investors over the last year : 10.94 vs. ERBCX (6.34). CWIFX return over 5 years is better than : 55.22 vs. ERBCX (16.05).
| CWIFX | ERBCX | CWIFX / ERBCX | |
| Total Expense Ratio | 0.86 | 1.87 | 46% |
| Annual Report Gross Expense Ratio | 0.86 | 1.88 | 46% |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | 20.108 | 12.776 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 460M | 30,652% |
| Annual Yield % from dividends | 1.53 | 0.00 | - |
| Returns for 1 year | 10.94 | 6.34 | 172% |
| Returns for 3 years | 68.69 | 34.03 | 202% |
| Returns for 5 years | 55.22 | 16.05 | 344% |
| Returns for 10 years | 103.66 | 43.70 | 237% |
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