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CWIFX vs ERBIX
CWIFX vs ERBIX Comparison
Open Charts CWIFX vs ERBIX
American Funds Capital World Gr&Inc 529F
Price$71.62
Change+$0.08 (+0.11%)
VolumeN/A
Net Assets142.32B
Eaton Vance Equity Strategy I
Price$21.65
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets477.81M
CWIFX vs ERBIX Comparison Chart in %
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CWIFX vs. ERBIX commentary
Dec 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 Hold and ERBIX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. ERBIX (478M). CWIFX pays higher dividends than ERBIX: CWIFX (1.48) vs ERBIX (0.73). CWIFX was incepted earlier than ERBIX: CWIFX (23 years) vs ERBIX (15 years). ERBIX (0.88) and CWIFX (0.86) have similar cost to investors . ERBIX is a more actively managed with annual turnover of: 56.00 vs. CWIFX (27.00). CWIFX has a lower initial minimum investment than ERBIX: CWIFX (250) vs ERBIX (1000000). ERBIX annual gain was more profitable for investors over the last year : 13.59 vs. CWIFX (12.48). CWIFX return over 5 years is better than : 34.75 vs. ERBIX (22.76).
| CWIFX | ERBIX | CWIFX / ERBIX | |
| Total Expense Ratio | 0.86 | 0.87 | 99% |
| Annual Report Gross Expense Ratio | 0.86 | 0.88 | 98% |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | 14.543 | 19.547 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 478M | 29,707% |
| Annual Yield % from dividends | 1.48 | 0.73 | 203% |
| Returns for 1 year | 12.48 | 13.59 | 92% |
| Returns for 3 years | 46.67 | 41.71 | 112% |
| Returns for 5 years | 34.75 | 22.76 | 153% |
| Returns for 10 years | 98.10 | 59.80 | 164% |
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