ERBIX
Price
$20.41
Change
+$0.11 (+0.54%)
Updated
Aug 21 closing price
Net Assets
586.83M
RWIFX
Price
$83.14
Change
+$0.67 (+0.81%)
Updated
Aug 21 closing price
Net Assets
155.99B
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ERBIX vs RWIFX

ERBIX vs RWIFX Comparison Chart in %
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ERBIX vs. RWIFX 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 ERBIX is a StrongBuy and RWIFX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
RWIFX has more cash in the bank: 156B vs. ERBIX (587M). RWIFX pays higher dividends than ERBIX: RWIFX (1.60) vs ERBIX (0.96). 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 : 17.58 vs. ERBIX (4.19). RWIFX return over 5 years is better than : 38.85 vs. ERBIX (2.68).
ERBIXRWIFXERBIX / RWIFX
Total Expense Ratio0.870.46189%
Annual Report Gross Expense Ratio0.880.46191%
Fund Existence16 years24 years-
Gain YTD12.39017.24772%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets587M156B0%
Annual Yield % from dividends0.961.6060%
Returns for 1 year4.1917.5824%
Returns for 3 years25.9356.2646%
Returns for 5 years2.6838.857%
Returns for 10 years45.8797.6447%
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