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CCITX vs SWNRX
CCITX vs SWNRX Comparison Chart in %
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CCITX vs. SWNRX commentary
Sep 16, 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: 39.5B vs. SWNRX (365M). SWNRX pays higher dividends than CCITX: SWNRX (1.63) vs CCITX (0.29). 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 (14.78) and CCITX (14.19) have marching annual gain over last year. SWNRX return over 5 years is better than : 46.79 vs. CCITX (40.37).
| 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 | 15.510 | 15.065 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.5B | 365M | 10,822% |
| Annual Yield % from dividends | 0.29 | 1.63 | 18% |
| Returns for 1 year | 14.19 | 14.78 | 96% |
| Returns for 3 years | 45.15 | 42.45 | 106% |
| Returns for 5 years | 40.37 | 46.79 | 86% |
| Returns for 10 years | 92.01 | 79.67 | 115% |
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