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CWIEX vs ERBCX
CWIEX vs ERBCX Comparison
Open Charts CWIEX vs ERBCX
CWIEX vs ERBCX Comparison Chart in %
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CWIEX vs. ERBCX commentary
Jun 28, 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 ERBCX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 160B vs. ERBCX (580M). CWIEX pays higher dividends than ERBCX: CWIEX (1.13) vs ERBCX (0.00). CWIEX was incepted earlier than ERBCX: CWIEX (24 years) vs ERBCX (16 years). ERBCX (1.88) is less costly to investors than CWIEX (1.00). ERBCX is a more actively managed with annual turnover of: 56.00 vs. CWIEX (44.00). CWIEX has a lower initial minimum investment than ERBCX: CWIEX (250) vs ERBCX (1000). CWIEX annual gain was more profitable for investors over the last year : 15.19 vs. ERBCX (3.11). CWIEX return over 5 years is better than : 32.11 vs. ERBCX (-6.61).
| CWIEX | ERBCX | CWIEX / ERBCX | |
| Total Expense Ratio | 1.00 | 1.87 | 53% |
| Annual Report Gross Expense Ratio | 1.00 | 1.88 | 53% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 12.814 | 8.824 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160B | 580M | 27,586% |
| Annual Yield % from dividends | 1.13 | 0.00 | - |
| Returns for 1 year | 15.19 | 3.11 | 489% |
| Returns for 3 years | 47.27 | 16.53 | 286% |
| Returns for 5 years | 32.11 | -6.61 | -486% |
| Returns for 10 years | 121.57 | 44.98 | 270% |
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