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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
Jun 24, 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: 160B vs. ERBIX (580M). CWIEX pays higher dividends than ERBIX: CWIEX (1.13) vs ERBIX (0.95). 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 : 21.53 vs. ERBIX (9.45). CWIEX return over 5 years is better than : 36.39 vs. ERBIX (1.39).
| 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 | 15.505 | 11.619 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160B | 580M | 27,586% |
| Annual Yield % from dividends | 1.13 | 0.95 | 120% |
| Returns for 1 year | 21.53 | 9.45 | 228% |
| Returns for 3 years | 52.10 | 23.88 | 218% |
| Returns for 5 years | 36.39 | 1.39 | 2,617% |
| Returns for 10 years | 126.75 | 57.88 | 219% |
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