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ERBIX vs RWIFX
ERBIX vs RWIFX Comparison
Open Charts ERBIX vs RWIFX
ERBIX vs RWIFX Comparison Chart in %
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ERBIX vs. RWIFX 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 ERBIX is a Hold and RWIFX is a Hold.
FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 160B vs. ERBIX (580M). RWIFX pays higher dividends than ERBIX: RWIFX (1.57) vs ERBIX (0.95). ERBIX was incepted earlier than RWIFX: ERBIX (16 years) vs RWIFX (24 years). ERBIX (0.88) is less costly to investors than RWIFX (0.46). ERBIX is a more actively managed with annual turnover of: 56.00 vs. RWIFX (44.00). RWIFX has a lower initial minimum investment than ERBIX: RWIFX (250) vs ERBIX (1000000). RWIFX annual gain was more profitable for investors over the last year : 22.26 vs. ERBIX (9.45). RWIFX return over 5 years is better than : 37.12 vs. ERBIX (1.39).
| ERBIX | RWIFX | ERBIX / RWIFX | |
| Total Expense Ratio | 0.87 | 0.46 | 189% |
| Annual Report Gross Expense Ratio | 0.88 | 0.46 | 191% |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 11.619 | 15.808 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 580M | 160B | 0% |
| Annual Yield % from dividends | 0.95 | 1.57 | 60% |
| Returns for 1 year | 9.45 | 22.26 | 42% |
| Returns for 3 years | 23.88 | 54.76 | 44% |
| Returns for 5 years | 1.39 | 37.12 | 4% |
| Returns for 10 years | 57.88 | 112.87 | 51% |
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