CWIEX
Price
$82.51
Change
+$0.67 (+0.82%)
Updated
Aug 21 closing price
Net Assets
155.99B
ERBIX
Price
$20.41
Change
+$0.11 (+0.54%)
Updated
Aug 21 closing price
Net Assets
586.83M
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CWIEX vs ERBIX

CWIEX vs ERBIX Comparison Chart in %
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CWIEX vs. ERBIX commentary
Aug 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 StrongBuy and ERBIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 156B vs. ERBIX (587M). 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 : 16.88 vs. ERBIX (4.19). CWIEX return over 5 years is better than : 38.11 vs. ERBIX (2.68).
CWIEXERBIXCWIEX / ERBIX
Total Expense Ratio1.000.87115%
Annual Report Gross Expense Ratio1.000.88114%
Fund Existence24 years16 years-
Gain YTD16.83612.390136%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets156B587M26,576%
Annual Yield % from dividends1.130.96119%
Returns for 1 year16.884.19403%
Returns for 3 years53.6125.93207%
Returns for 5 years38.112.681,424%
Returns for 10 years110.6045.87241%
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