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CWIFX vs ERBCX
CWIFX vs ERBCX Comparison
Open Charts CWIFX vs ERBCX
American Funds Capital World Gr&Inc 529F
Price$71.62
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
Eaton Vance Equity Strategy C
Price$20.94
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets477.81M
CWIFX vs ERBCX Comparison Chart in %
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CWIFX vs. ERBCX commentary
Dec 27, 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 Hold and ERBCX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. ERBCX (478M). CWIFX pays higher dividends than ERBCX: CWIFX (1.48) 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: 56.00 vs. CWIFX (27.00). CWIFX has a lower initial minimum investment than ERBCX: CWIFX (250) vs ERBCX (1000). CWIFX (12.39) and ERBCX (12.35) have marching annual gain over last year. CWIFX return over 5 years is better than : 34.60 vs. ERBCX (17.17).
| 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 | 14.415 | 18.315 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 478M | 29,707% |
| Annual Yield % from dividends | 1.48 | 0.00 | - |
| Returns for 1 year | 12.39 | 12.35 | 100% |
| Returns for 3 years | 46.56 | 30.64 | 152% |
| Returns for 5 years | 34.60 | 17.17 | 201% |
| Returns for 10 years | 99.15 | 51.08 | 194% |
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