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CWIFX vs ERBIX
CWIFX vs ERBIX Comparison
Open Charts CWIFX vs ERBIX
American Funds Capital World Gr&Inc 529F
Price$74.40
Change+$0.32 (+0.43%)
VolumeN/A
Net Assets139.59B
Eaton Vance Equity Strategy I
Price$20.47
Change+$0.12 (+0.59%)
VolumeN/A
Net Assets471.57M
CWIFX vs ERBIX Comparison Chart in %
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CWIFX vs. ERBIX commentary
Sep 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 Buy and ERBIX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 140B vs. ERBIX (472M). CWIFX pays higher dividends than ERBIX: CWIFX (1.57) vs ERBIX (0.78). CWIFX was incepted earlier than ERBIX: CWIFX (23 years) vs ERBIX (15 years). ERBIX (1.05) is less costly to investors than CWIFX (0.86). 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 : 9.58 vs. ERBIX (7.51). CWIFX return over 5 years is better than : 59.80 vs. ERBIX (25.79).
| CWIFX | ERBIX | CWIFX / ERBIX | |
| Total Expense Ratio | 0.86 | 1.05 | 82% |
| Annual Report Gross Expense Ratio | 0.86 | 1.05 | 82% |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | 18.989 | 13.031 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 472M | 29,661% |
| Annual Yield % from dividends | 1.57 | 0.78 | 202% |
| Returns for 1 year | 9.58 | 7.51 | 128% |
| Returns for 3 years | 71.60 | 39.34 | 182% |
| Returns for 5 years | 59.80 | 25.79 | 232% |
| Returns for 10 years | 118.55 | 60.99 | 194% |
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