Interact to see
Advertisement
Advertisement
ERBIX vs RWIFX
ERBIX vs RWIFX Comparison
Open Charts ERBIX vs RWIFX
ERBIX vs RWIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ERBIX vs. RWIFX commentary
Sep 21, 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: 158B vs. ERBIX (606M). RWIFX pays higher dividends than ERBIX: RWIFX (1.57) vs ERBIX (0.93). 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 : 10.70 vs. ERBIX (-0.01). RWIFX return over 5 years is better than : 35.29 vs. ERBIX (2.17).
| 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 | 11.894 | 15.629 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 606M | 158B | 0% |
| Annual Yield % from dividends | 0.93 | 1.57 | 60% |
| Returns for 1 year | -0.01 | 10.70 | -0% |
| Returns for 3 years | 24.11 | 52.69 | 46% |
| Returns for 5 years | 2.17 | 35.29 | 6% |
| Returns for 10 years | 47.50 | 98.94 | 48% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement