CWIEX
Price
$79.86
Change
-$0.98 (-1.21%)
Updated
Jul 13 closing price
Net Assets
157.74B
ERBIX
Price
$20.02
Change
-$0.25 (-1.23%)
Updated
Jul 13 closing price
Net Assets
601.46M
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CWIEX vs ERBIX

CWIEX vs ERBIX Comparison Chart in %
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CWIEX vs. ERBIX 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 ERBIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 158B vs. ERBIX (601M). CWIEX pays higher dividends than ERBIX: CWIEX (1.12) vs ERBIX (0.94). 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 : 13.83 vs. ERBIX (5.34). CWIEX return over 5 years is better than : 32.20 vs. ERBIX (0.91).
CWIEXERBIXCWIEX / ERBIX
Total Expense Ratio1.000.87115%
Annual Report Gross Expense Ratio1.000.88114%
Fund Existence24 years16 years-
Gain YTD13.08311.619113%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets158B601M26,290%
Annual Yield % from dividends1.120.94119%
Returns for 1 year13.835.34259%
Returns for 3 years43.0620.25213%
Returns for 5 years32.200.913,533%
Returns for 10 years108.4848.76223%
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