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CWGFX vs SRICX
CWGFX vs SRICX Comparison
Open Charts CWGFX vs SRICX
CWGFX vs SRICX Comparison Chart in %
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CWGFX vs. SRICX commentary
Jul 28, 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 SRICX is a Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 158B vs. SRICX (21.7M). SRICX pays higher dividends than CWGFX: SRICX (1.45) vs CWGFX (1.30). CWGFX was incepted earlier than SRICX: CWGFX (25 years) vs SRICX (19 years). SRICX (2.99) is less costly to investors than CWGFX (0.79). CWGFX is a more actively managed with annual turnover of: 44.00 vs. SRICX (20.00). CWGFX has a lower initial minimum investment than SRICX: CWGFX (250) vs SRICX (1000). CWGFX annual gain was more profitable for investors over the last year : 11.85 vs. SRICX (3.81). CWGFX return over 5 years is better than : 30.81 vs. SRICX (-8.60).
| CWGFX | SRICX | CWGFX / SRICX | |
| Total Expense Ratio | 0.79 | 0.90 | 88% |
| Annual Report Gross Expense Ratio | 0.79 | 2.99 | 26% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 12.531 | 7.773 | 161% |
| Front Load | N/A | N/A | - |
| 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 | 1.45 | 89% |
| Returns for 1 year | 11.85 | 3.81 | 311% |
| Returns for 3 years | 41.65 | 15.41 | 270% |
| Returns for 5 years | 30.81 | -8.60 | -358% |
| Returns for 10 years | 89.78 | -6.94 | -1,294% |
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