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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 24, 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 StrongBuy and SRIAX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 156B vs. SRIAX (21.5M). CWIAX pays higher dividends than SRIAX: CWIAX (1.35) vs SRIAX (1.25). CWIAX was incepted earlier than SRIAX: CWIAX (25 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 : 17.18 vs. SRIAX (5.68). CWIAX return over 5 years is better than : 39.81 vs. SRIAX (-5.82).
| CWIAX | SRIAX | CWIAX / SRIAX | |
| Total Expense Ratio | 0.75 | 0.90 | 83% |
| Annual Report Gross Expense Ratio | 0.75 | 2.24 | 33% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 17.028 | 10.614 | 160% |
| Front Load | 4% | 6% | 61% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 21.5M | 725,581% |
| Annual Yield % from dividends | 1.35 | 1.25 | 108% |
| Returns for 1 year | 17.18 | 5.68 | 303% |
| Returns for 3 years | 54.75 | 25.65 | 213% |
| Returns for 5 years | 39.81 | -5.82 | -684% |
| Returns for 10 years | 115.53 | 2.94 | 3,931% |
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