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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
Aug 03, 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 ERBIX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 158B vs. ERBIX (601M). CWIEX pays higher dividends than ERBIX: CWIEX (1.13) vs ERBIX (0.96). CWIEX was incepted earlier than ERBIX: CWIEX (24 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 : 15.28 vs. ERBIX (2.89). CWIEX return over 5 years is better than : 34.14 vs. ERBIX (-0.08).
| CWIEX | ERBIX | CWIEX / ERBIX | |
| Total Expense Ratio | 1.00 | 0.87 | 115% |
| Annual Report Gross Expense Ratio | 1.00 | 0.88 | 114% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 13.848 | 9.581 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 601M | 26,290% |
| Annual Yield % from dividends | 1.13 | 0.96 | 119% |
| Returns for 1 year | 15.28 | 2.89 | 529% |
| Returns for 3 years | 42.99 | 16.98 | 253% |
| Returns for 5 years | 34.14 | -0.08 | -42,555% |
| Returns for 10 years | 109.80 | 45.84 | 240% |
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