Interact to see
Advertisement
Advertisement
CWGFX vs SRIAX
CWGFX vs SRIAX Comparison
Open Charts CWGFX vs SRIAX
CWGFX vs SRIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWGFX vs. SRIAX commentary
Aug 01, 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 CWGFX is a Buy and SRIAX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 158B vs. SRIAX (21.7M). CWGFX (1.30) and SRIAX (1.26) have matching dividends . CWGFX was incepted earlier than SRIAX: CWGFX (25 years) vs SRIAX (19 years). SRIAX (2.24) is less costly to investors than CWGFX (0.79). CWGFX is a more actively managed with annual turnover of: 44.00 vs. SRIAX (20.00). CWGFX has a lower initial minimum investment than SRIAX: CWGFX (250) vs SRIAX (1000). CWGFX annual gain was more profitable for investors over the last year : 13.80 vs. SRIAX (5.56). CWGFX return over 5 years is better than : 31.77 vs. SRIAX (-7.58).
| CWGFX | SRIAX | CWGFX / SRIAX | |
| Total Expense Ratio | 0.79 | 0.90 | 88% |
| Annual Report Gross Expense Ratio | 0.79 | 2.24 | 35% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 12.969 | 7.961 | 163% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 21.7M | 728,111% |
| Annual Yield % from dividends | 1.30 | 1.26 | 103% |
| Returns for 1 year | 13.80 | 5.56 | 248% |
| Returns for 3 years | 42.08 | 15.57 | 270% |
| Returns for 5 years | 31.77 | -7.58 | -419% |
| Returns for 10 years | 90.68 | 1.06 | 8,575% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement