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CWIEX vs ERBIX
CWIEX vs ERBIX Comparison
Open Charts CWIEX vs ERBIX
CWIEX vs ERBIX Comparison Chart in %
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CWIEX 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 CWIEX is a Hold and ERBIX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 158B vs. ERBIX (606M). CWIEX pays higher dividends than ERBIX: CWIEX (1.11) vs ERBIX (0.93). CWIEX was incepted earlier than ERBIX: CWIEX (25 years) vs ERBIX (16 years). CWIEX (1.00) is less costly to investors than ERBIX (0.88). ERBIX is a more actively managed with annual turnover of: 56.00 vs. CWIEX (44.00). CWIEX has a lower initial minimum investment than ERBIX: CWIEX (250) vs ERBIX (1000000). CWIEX annual gain was more profitable for investors over the last year : 10.04 vs. ERBIX (-0.01). CWIEX return over 5 years is better than : 34.61 vs. ERBIX (2.17).
| CWIEX | ERBIX | CWIEX / ERBIX | |
| Total Expense Ratio | 1.00 | 0.87 | 115% |
| Annual Report Gross Expense Ratio | 1.00 | 0.88 | 114% |
| Fund Existence | 25 years | 16 years | - |
| Gain YTD | 15.182 | 11.894 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 606M | 26,073% |
| Annual Yield % from dividends | 1.11 | 0.93 | 119% |
| Returns for 1 year | 10.04 | -0.01 | -187,702% |
| Returns for 3 years | 50.09 | 24.11 | 208% |
| Returns for 5 years | 34.61 | 2.17 | 1,591% |
| Returns for 10 years | 110.85 | 47.50 | 233% |
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