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CCITX vs SWNRX
CCITX vs SWNRX Comparison Chart in %
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CCITX vs. SWNRX commentary
Oct 18, 2025
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 CCITX is a Hold and SWNRX is a Hold.
FUNDAMENTALS
Fundamentals
CCITX has more cash in the bank: 39.4B vs. SWNRX (368M). SWNRX pays higher dividends than CCITX: SWNRX (1.59) vs CCITX (0.28). CCITX was incepted earlier than SWNRX: CCITX (12 years) vs SWNRX (13 years). CCITX (1.43) is less costly to investors than SWNRX (0.58). CCITX is a more actively managed with annual turnover of: 5.00 vs. SWNRX (2.00). SWNRX has a lower initial minimum investment than CCITX: SWNRX (0) vs CCITX (250). SWNRX annual gain was more profitable for investors over the last year : 12.38 vs. CCITX (11.76). SWNRX return over 5 years is better than : 42.62 vs. CCITX (38.33).
| CCITX | SWNRX | CCITX / SWNRX | |
| Total Expense Ratio | 1.43 | 0.55 | 260% |
| Annual Report Gross Expense Ratio | 1.43 | 0.58 | 247% |
| Fund Existence | 12 years | 13 years | - |
| Gain YTD | 16.204 | 16.192 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.4B | 368M | 10,707% |
| Annual Yield % from dividends | 0.28 | 1.59 | 18% |
| Returns for 1 year | 11.76 | 12.38 | 95% |
| Returns for 3 years | 52.22 | 52.90 | 99% |
| Returns for 5 years | 38.33 | 42.62 | 90% |
| Returns for 10 years | 88.55 | 78.08 | 113% |
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