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CWIFX vs ERBIX
CWIFX vs ERBIX Comparison
Open Charts CWIFX vs ERBIX
American Funds Capital World Gr&Inc 529F
Price$72.05
Change-$0.42 (-0.58%)
VolumeN/A
Net Assets137.09B
Eaton Vance Equity Strategy I
Price$19.90
Change-$0.07 (-0.35%)
VolumeN/A
Net Assets633.99M
CWIFX vs ERBIX Comparison Chart in %
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CWIFX vs. ERBIX commentary
Aug 20, 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: 137B vs. ERBIX (634M). CWIFX pays higher dividends than ERBIX: CWIFX (1.60) vs ERBIX (0.79). 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 : 9.61 vs. ERBIX (7.37). CWIFX return over 5 years is better than : 51.40 vs. ERBIX (18.99).
| 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 | 14.885 | 9.884 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 634M | 21,609% |
| Annual Yield % from dividends | 1.60 | 0.79 | 203% |
| Returns for 1 year | 9.61 | 7.37 | 130% |
| Returns for 3 years | 45.14 | 18.08 | 250% |
| Returns for 5 years | 51.40 | 18.99 | 271% |
| Returns for 10 years | 98.70 | 49.71 | 199% |
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