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CWGFX vs SRIDX
CWGFX vs SRIDX Comparison
Open Charts CWGFX vs SRIDX
CWGFX vs SRIDX Comparison Chart in %
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CWGFX vs. SRIDX commentary
Sep 12, 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 SRIDX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 158B vs. SRIDX (21.1M). CWGFX pays higher dividends than SRIDX: CWGFX (1.29) vs SRIDX (1.19). CWGFX was incepted earlier than SRIDX: CWGFX (26 years) vs SRIDX (19 years). SRIDX (1.99) is less costly to investors than CWGFX (0.79). CWGFX is a more actively managed with annual turnover of: 44.00 vs. SRIDX (20.00). CWGFX has a lower initial minimum investment than SRIDX: CWGFX (250) vs SRIDX (1000). CWGFX annual gain was more profitable for investors over the last year : 11.47 vs. SRIDX (1.90). CWGFX return over 5 years is better than : 32.66 vs. SRIDX (-7.45).
| CWGFX | SRIDX | CWGFX / SRIDX | |
| Total Expense Ratio | 0.79 | 0.90 | 88% |
| Annual Report Gross Expense Ratio | 0.79 | 1.99 | 40% |
| Fund Existence | 26 years | 19 years | - |
| Gain YTD | 15.977 | 8.832 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 21.1M | 748,815% |
| Annual Yield % from dividends | 1.29 | 1.19 | 108% |
| Returns for 1 year | 11.47 | 1.90 | 604% |
| Returns for 3 years | 51.55 | 22.44 | 230% |
| Returns for 5 years | 32.66 | -7.45 | -439% |
| Returns for 10 years | 97.07 | 7.13 | 1,362% |
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