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CFIPX vs CWIAX
CFIPX vs CWIAX Comparison
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CFIPX vs CWIAX Comparison Chart in %
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CFIPX vs. CWIAX commentary
Aug 23, 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 CFIPX is a StrongBuy and CWIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 156B vs. CFIPX (683M). CWIAX pays higher dividends than CFIPX: CWIAX (1.35) vs CFIPX (0.46). CFIPX was incepted earlier than CWIAX: CFIPX (36 years) vs CWIAX (25 years). CFIPX (1.22) is less costly to investors than CWIAX (0.75). CWIAX is a more actively managed with annual turnover of: 44.00 vs. CFIPX (31.00). CFIPX initial investment is less costly to investors than CWIAX (4%) vs CWIAX (4%). CWIAX has a lower initial minimum investment than CFIPX: CWIAX (250) vs CFIPX (1000). CFIPX annual gain was more profitable for investors over the last year : 18.50 vs. CWIAX (17.18). CFIPX return over 5 years is better than : 58.70 vs. CWIAX (39.81).
| CFIPX | CWIAX | CFIPX / CWIAX | |
| Total Expense Ratio | 1.22 | 0.75 | 163% |
| Annual Report Gross Expense Ratio | 1.22 | 0.75 | 163% |
| Fund Existence | 36 years | 25 years | - |
| Gain YTD | 15.066 | 17.028 | 88% |
| Front Load | 6% | 4% | 157% |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 683M | 156B | 0% |
| Annual Yield % from dividends | 0.46 | 1.35 | 34% |
| Returns for 1 year | 18.50 | 17.18 | 108% |
| Returns for 3 years | 77.77 | 54.75 | 142% |
| Returns for 5 years | 58.70 | 39.81 | 147% |
| Returns for 10 years | 151.32 | 115.53 | 131% |
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