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CWIEX vs ERBAX
CWIEX vs ERBAX Comparison
Open Charts CWIEX vs ERBAX
CWIEX vs ERBAX Comparison Chart in %
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CWIEX vs. ERBAX commentary
Jul 14, 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 CWIEX is a Buy and ERBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 158B vs. ERBAX (601M). CWIEX pays higher dividends than ERBAX: CWIEX (1.12) vs ERBAX (0.71). CWIEX was incepted earlier than ERBAX: CWIEX (24 years) vs ERBAX (16 years). ERBAX (1.13) is less costly to investors than CWIEX (1.00). ERBAX is a more actively managed with annual turnover of: 56.00 vs. CWIEX (44.00). CWIEX has a lower initial minimum investment than ERBAX: CWIEX (250) vs ERBAX (1000). CWIEX annual gain was more profitable for investors over the last year : 13.83 vs. ERBAX (5.03). CWIEX return over 5 years is better than : 32.20 vs. ERBAX (-0.08).
| CWIEX | ERBAX | CWIEX / ERBAX | |
| Total Expense Ratio | 1.00 | 1.12 | 89% |
| Annual Report Gross Expense Ratio | 1.00 | 1.13 | 88% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 13.083 | 11.460 | 114% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 601M | 26,290% |
| Annual Yield % from dividends | 1.12 | 0.71 | 158% |
| Returns for 1 year | 13.83 | 5.03 | 275% |
| Returns for 3 years | 43.06 | 19.33 | 223% |
| Returns for 5 years | 32.20 | -0.08 | -39,063% |
| Returns for 10 years | 108.48 | 46.87 | 231% |
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