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CWIFX vs ERBIX
CWIFX vs ERBIX Comparison
Open Charts CWIFX vs ERBIX
American Funds Capital World Gr&Inc 529F
Price$75.88
Change-$1.39 (-1.80%)
VolumeN/A
Net Assets144.09B
Eaton Vance Equity Strategy I
Price$20.93
Change-$0.30 (-1.41%)
VolumeN/A
Net Assets459.69M
CWIFX vs ERBIX Comparison Chart in %
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CWIFX vs. ERBIX 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 ERBIX is a Buy.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 144B vs. ERBIX (460M). CWIFX pays higher dividends than ERBIX: CWIFX (1.49) 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: 35.00 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 : 15.20 vs. ERBIX (10.58). CWIFX return over 5 years is better than : 52.22 vs. ERBIX (20.84).
| 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 | 23.579 | 17.228 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 460M | 31,304% |
| Annual Yield % from dividends | 1.49 | 0.73 | 204% |
| Returns for 1 year | 15.20 | 10.58 | 144% |
| Returns for 3 years | 57.77 | 30.99 | 186% |
| Returns for 5 years | 52.22 | 20.84 | 251% |
| Returns for 10 years | 113.80 | 56.26 | 202% |
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