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ERBCX vs FWGIX
ERBCX vs FWGIX Comparison
Open Charts ERBCX vs FWGIX
Eaton Vance Equity Strategy C
Price$19.40
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets633.99M
American Funds Capital World Gr&Inc F3
Price$73.25
Change+$0.34 (+0.47%)
VolumeN/A
Net Assets137.57B
ERBCX vs FWGIX Comparison Chart in %
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ERBCX vs. FWGIX 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 ERBCX is a Buy and FWGIX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 138B vs. ERBCX (634M). FWGIX pays higher dividends than ERBCX: FWGIX (1.73) vs ERBCX (0.00). ERBCX was incepted earlier than FWGIX: ERBCX (15 years) vs FWGIX (9 years). ERBCX (2.05) is less costly to investors than FWGIX (0.41). ERBCX is a more actively managed with annual turnover of: 35.00 vs. FWGIX (27.00). ERBCX has a lower initial minimum investment than FWGIX: ERBCX (1000) vs FWGIX (1000000). FWGIX annual gain was more profitable for investors over the last year : 13.56 vs. ERBCX (8.93). FWGIX return over 5 years is better than : 48.99 vs. ERBCX (14.30).
| ERBCX | FWGIX | ERBCX / FWGIX | |
| Total Expense Ratio | 2.05 | 0.41 | 500% |
| Annual Report Gross Expense Ratio | 2.05 | 0.41 | 500% |
| Fund Existence | 15 years | 9 years | - |
| Gain YTD | 9.666 | 16.461 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 634M | 138B | 0% |
| Annual Yield % from dividends | 0.00 | 1.73 | - |
| Returns for 1 year | 8.93 | 13.56 | 66% |
| Returns for 3 years | 23.55 | 55.46 | 42% |
| Returns for 5 years | 14.30 | 48.99 | 29% |
| Returns for 10 years | 43.30 | N/A | - |
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