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EADIX vs WGIFX
EADIX vs WGIFX Comparison
Open Charts EADIX vs WGIFX
Eaton Vance Global Equity Income A
Price$18.37
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets710.28M
American Funds Capital World Gr&Inc F2
Price$72.82
Change+$0.53 (+0.73%)
VolumeN/A
Net Assets137.57B
EADIX vs WGIFX Comparison Chart in %
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EADIX vs. WGIFX commentary
Sep 08, 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: 138B vs. EADIX (710M). EADIX pays higher dividends than WGIFX: EADIX (3.77) vs WGIFX (1.64). 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 annual gain was more profitable for investors over the last year : 13.44 vs. EADIX (12.00). EADIX return over 5 years is better than : 56.77 vs. WGIFX (48.42).
| 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 | 13.363 | 16.367 | 82% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 710M | 138B | 1% |
| Annual Yield % from dividends | 3.77 | 1.64 | 230% |
| Returns for 1 year | 12.00 | 13.44 | 89% |
| Returns for 3 years | 55.39 | 55.06 | 101% |
| Returns for 5 years | 56.77 | 48.42 | 117% |
| Returns for 10 years | 97.24 | 77.16 | 126% |
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