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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
Jul 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: 158B vs. ERBCX (601M). CWIEX pays higher dividends than ERBCX: CWIEX (1.12) 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 : 11.57 vs. ERBCX (-0.88). CWIEX return over 5 years is better than : 31.98 vs. ERBCX (-6.02).
| 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 | 12.389 | 8.145 | 152% |
| Front Load | N/A | N/A | - |
| 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 | 0.00 | - |
| Returns for 1 year | 11.57 | -0.88 | -1,313% |
| Returns for 3 years | 40.70 | 11.30 | 360% |
| Returns for 5 years | 31.98 | -6.02 | -532% |
| Returns for 10 years | 105.50 | 33.72 | 313% |
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