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EDIIX vs FWCBX
EDIIX vs FWCBX Comparison
Open Charts EDIIX vs FWCBX
EDIIX vs FWCBX Comparison Chart in %
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EDIIX vs. FWCBX commentary
Sep 13, 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 EDIIX is a Buy and FWCBX is a Hold.
FUNDAMENTALS
Fundamentals
FWCBX has more cash in the bank: 131B vs. EDIIX (319M). EDIIX pays higher dividends than FWCBX: EDIIX (5.26) vs FWCBX (2.91). EDIIX was incepted earlier than FWCBX: EDIIX (21 years) vs FWCBX (6 years). EDIIX (0.92) is less costly to investors than FWCBX (0.31). EDIIX is a more actively managed with annual turnover of: 102.00 vs. FWCBX (50.00). FWCBX has a lower initial minimum investment than EDIIX: FWCBX (250) vs EDIIX (1000000). EDIIX annual gain was more profitable for investors over the last year : 14.40 vs. FWCBX (7.87). FWCBX return over 5 years is better than : 44.51 vs. EDIIX (33.59).
| EDIIX | FWCBX | EDIIX / FWCBX | |
| Total Expense Ratio | 0.92 | 0.31 | 297% |
| Annual Report Gross Expense Ratio | 0.92 | 0.31 | 297% |
| Fund Existence | 21 years | 6 years | - |
| Gain YTD | 8.359 | 9.823 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 319M | 131B | 0% |
| Annual Yield % from dividends | 5.26 | 2.91 | 180% |
| Returns for 1 year | 14.40 | 7.87 | 183% |
| Returns for 3 years | 46.62 | 45.51 | 102% |
| Returns for 5 years | 33.59 | 44.51 | 75% |
| Returns for 10 years | 101.47 | N/A | - |
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