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CWIFX vs ERBIX
CWIFX vs ERBIX Comparison
Open Charts CWIFX vs ERBIX
CWIFX vs ERBIX Comparison Chart in %
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CWIFX 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 CWIFX is a Hold and ERBIX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 160B vs. ERBIX (580M). CWIFX pays higher dividends than ERBIX: CWIFX (1.46) vs ERBIX (0.95). CWIFX was incepted earlier than ERBIX: CWIFX (24 years) vs ERBIX (16 years). ERBIX (0.88) and CWIFX (0.85) have similar cost to investors . ERBIX is a more actively managed with annual turnover of: 56.00 vs. CWIFX (44.00). CWIFX has a lower initial minimum investment than ERBIX: CWIFX (250) vs ERBIX (1000000). CWIFX annual gain was more profitable for investors over the last year : 22.02 vs. ERBIX (9.45). CWIFX return over 5 years is better than : 39.08 vs. ERBIX (1.39).
| CWIFX | ERBIX | CWIFX / ERBIX | |
| Total Expense Ratio | 0.85 | 0.87 | 98% |
| Annual Report Gross Expense Ratio | 0.85 | 0.88 | 97% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 15.722 | 11.619 | 135% |
| 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 | 1.46 | 0.95 | 154% |
| Returns for 1 year | 22.02 | 9.45 | 233% |
| Returns for 3 years | 53.92 | 23.88 | 226% |
| Returns for 5 years | 39.08 | 1.39 | 2,810% |
| Returns for 10 years | 136.46 | 57.88 | 236% |
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