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CWIAX vs SRIAX
CWIAX vs SRIAX Comparison
Open Charts CWIAX vs SRIAX
CWIAX vs SRIAX Comparison Chart in %
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CWIAX 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 CWIAX is a Buy and SRIAX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 158B vs. SRIAX (21.7M). CWIAX pays higher dividends than SRIAX: CWIAX (1.34) vs SRIAX (1.26). CWIAX was incepted earlier than SRIAX: CWIAX (24 years) vs SRIAX (19 years). SRIAX (2.24) is less costly to investors than CWIAX (0.75). CWIAX is a more actively managed with annual turnover of: 44.00 vs. SRIAX (20.00). SRIAX initial investment is less costly to investors than CWIAX (4%) vs CWIAX (4%). CWIAX has a lower initial minimum investment than SRIAX: CWIAX (250) vs SRIAX (1000). CWIAX annual gain was more profitable for investors over the last year : 13.83 vs. SRIAX (5.56). CWIAX return over 5 years is better than : 34.59 vs. SRIAX (-7.58).
| CWIAX | SRIAX | CWIAX / SRIAX | |
| Total Expense Ratio | 0.75 | 0.90 | 83% |
| Annual Report Gross Expense Ratio | 0.75 | 2.24 | 33% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 13.007 | 7.961 | 163% |
| Front Load | 4% | 6% | 61% |
| 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 | 1.34 | 1.26 | 106% |
| Returns for 1 year | 13.83 | 5.56 | 249% |
| Returns for 3 years | 42.22 | 15.57 | 271% |
| Returns for 5 years | 34.59 | -7.58 | -456% |
| Returns for 10 years | 111.35 | 1.06 | 10,530% |
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