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EADIX vs WGIFX
EADIX vs WGIFX Comparison
Open Charts EADIX vs WGIFX
Eaton Vance Global Equity Income A
Price$17.73
Change-$0.24 (-1.34%)
VolumeN/A
Net Assets679.37M
American Funds Capital World Gr&Inc F2
Price$68.61
Change-$0.73 (-1.05%)
VolumeN/A
Net Assets132.46B
EADIX vs WGIFX Comparison Chart
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EADIX vs. WGIFX commentary
Jun 15, 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 EADIX is a Buy and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 132B vs. EADIX (679M). EADIX pays higher dividends than WGIFX: EADIX (3.95) vs WGIFX (1.75). EADIX was incepted earlier than WGIFX: EADIX (22 years) vs WGIFX (17 years). EADIX (1.18) is less costly to investors than WGIFX (0.52). EADIX is a more actively managed with annual turnover of: 136.00 vs. WGIFX (27.00). WGIFX has a lower initial minimum investment than EADIX: WGIFX (250) vs EADIX (1000). WGIFX (6.58) and EADIX (6.27) have marching annual gain over last year. EADIX return over 5 years is better than : 64.29 vs. WGIFX (52.99).
| EADIX | WGIFX | EADIX / WGIFX | |
| Total Expense Ratio | 1.18 | 0.52 | 227% |
| Annual Report Gross Expense Ratio | 1.18 | 0.52 | 227% |
| Fund Existence | 22 years | 17 years | - |
| Gain YTD | 8.370 | 9.129 | 92% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 679M | 132B | 1% |
| Annual Yield % from dividends | 3.95 | 1.75 | 226% |
| Returns for 1 year | 6.27 | 6.58 | 95% |
| Returns for 3 years | 50.14 | 44.89 | 112% |
| Returns for 5 years | 64.29 | 52.99 | 121% |
| Returns for 10 years | 77.03 | 53.21 | 145% |
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