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CWIFX vs ERBIX
CWIFX vs ERBIX Comparison
Open Charts CWIFX vs ERBIX
American Funds Capital World Gr&Inc 529F
Price$74.66
Change-$1.06 (-1.40%)
VolumeN/A
Net Assets142.37B
Eaton Vance Equity Strategy I
Price$18.83
Change-$1.91 (-9.21%)
VolumeN/A
Net Assets581.8M
CWIFX vs ERBIX Comparison Chart in %
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CWIFX vs. ERBIX commentary
Feb 05, 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 Buy and ERBIX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 142B vs. ERBIX (582M). CWIFX pays higher dividends than ERBIX: CWIFX (1.59) vs ERBIX (1.01). 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). CWIFX annual gain was more profitable for investors over the last year : 16.37 vs. ERBIX (3.45). CWIFX return over 5 years is better than : 34.32 vs. ERBIX (3.26).
| 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 | 4.948 | 3.689 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 142B | 582M | 24,399% |
| Annual Yield % from dividends | 1.59 | 1.01 | 158% |
| Returns for 1 year | 16.37 | 3.45 | 475% |
| Returns for 3 years | 43.74 | 18.88 | 232% |
| Returns for 5 years | 34.32 | 3.26 | 1,052% |
| Returns for 10 years | 128.46 | 53.04 | 242% |
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