CWICX
Price
$81.19
Change
+$0.11 (+0.14%)
Updated
Sep 18 closing price
Net Assets
158.35B
ERBIX
Price
$20.32
Change
-$0.03 (-0.15%)
Updated
Sep 18 closing price
Net Assets
605.58M
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CWICX vs ERBIX

CWICX vs ERBIX Comparison Chart in %
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CWICX vs. ERBIX commentary
Sep 21, 2026

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 CWICX is a Hold and ERBIX is a Hold.

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FUNDAMENTALS
Fundamentals
CWICX has more cash in the bank: 158B vs. ERBIX (606M). ERBIX pays higher dividends than CWICX: ERBIX (0.93) vs CWICX (0.65). CWICX was incepted earlier than ERBIX: CWICX (25 years) vs ERBIX (16 years). CWICX (1.52) is less costly to investors than ERBIX (0.88). ERBIX is a more actively managed with annual turnover of: 56.00 vs. CWICX (44.00). CWICX has a lower initial minimum investment than ERBIX: CWICX (250) vs ERBIX (1000000). CWICX annual gain was more profitable for investors over the last year : 9.46 vs. ERBIX (-0.01). CWICX return over 5 years is better than : 31.08 vs. ERBIX (2.17).
CWICXERBIXCWICX / ERBIX
Total Expense Ratio1.520.87175%
Annual Report Gross Expense Ratio1.520.88173%
Fund Existence25 years16 years-
Gain YTD14.74711.894124%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets158B606M26,073%
Annual Yield % from dividends0.650.9370%
Returns for 1 year9.46-0.01-176,813%
Returns for 3 years47.7524.11198%
Returns for 5 years31.082.171,429%
Returns for 10 years99.9247.50210%
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