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EADIX vs WGIFX
EADIX vs WGIFX Comparison
Open Charts EADIX vs WGIFX
Eaton Vance Global Equity Income A
Price$18.49
Change+$0.07 (+0.38%)
VolumeN/A
Net Assets720.77M
American Funds Capital World Gr&Inc F2
Price$72.39
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets137.34B
EADIX vs WGIFX Comparison Chart in %
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EADIX vs. WGIFX commentary
Jul 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 EADIX is a Buy and WGIFX is a Buy.
FUNDAMENTALS
Fundamentals
WGIFX has more cash in the bank: 137B vs. EADIX (721M). EADIX pays higher dividends than WGIFX: EADIX (3.81) vs WGIFX (1.67). 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 (14.04) and EADIX (13.88) have marching annual gain over last year. EADIX return over 5 years is better than : 64.52 vs. WGIFX (52.50).
| 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 | 13.746 | 15.142 | 91% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 721M | 137B | 1% |
| Annual Yield % from dividends | 3.81 | 1.67 | 227% |
| Returns for 1 year | 13.88 | 14.04 | 99% |
| Returns for 3 years | 54.05 | 51.93 | 104% |
| Returns for 5 years | 64.52 | 52.50 | 123% |
| Returns for 10 years | 86.61 | 64.50 | 134% |
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