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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
Aug 03, 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 Hold.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 158B vs. SRIDX (22M). CWGFX pays higher dividends than SRIDX: CWGFX (1.31) vs SRIDX (1.20). CWGFX was incepted earlier than SRIDX: CWGFX (25 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 : 15.55 vs. SRIDX (6.78). CWGFX return over 5 years is better than : 32.96 vs. SRIDX (-6.16).
| CWGFX | SRIDX | CWGFX / SRIDX | |
| Total Expense Ratio | 0.79 | 0.90 | 88% |
| Annual Report Gross Expense Ratio | 0.79 | 1.99 | 40% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 13.986 | 9.197 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 22M | 718,182% |
| Annual Yield % from dividends | 1.31 | 1.20 | 109% |
| Returns for 1 year | 15.55 | 6.78 | 229% |
| Returns for 3 years | 43.96 | 17.21 | 255% |
| Returns for 5 years | 32.96 | -6.16 | -535% |
| Returns for 10 years | 93.69 | 5.68 | 1,649% |
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