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CWIAX vs SRICX
CWIAX vs SRICX Comparison
Open Charts CWIAX vs SRICX
CWIAX vs SRICX Comparison Chart in %
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CWIAX vs. SRICX commentary
Sep 04, 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 SRICX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 156B vs. SRICX (21.2M). SRICX pays higher dividends than CWIAX: SRICX (1.43) vs CWIAX (1.33). CWIAX was incepted earlier than SRICX: CWIAX (25 years) vs SRICX (19 years). SRICX (2.99) is less costly to investors than CWIAX (0.75). CWIAX is a more actively managed with annual turnover of: 44.00 vs. SRICX (20.00). CWIAX has a lower initial minimum investment than SRICX: CWIAX (250) vs SRICX (1000). CWIAX annual gain was more profitable for investors over the last year : 16.15 vs. SRICX (4.37). CWIAX return over 5 years is better than : 34.59 vs. SRICX (-10.45).
| CWIAX | SRICX | CWIAX / SRICX | |
| Total Expense Ratio | 0.75 | 0.90 | 83% |
| Annual Report Gross Expense Ratio | 0.75 | 2.99 | 25% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 16.659 | 9.258 | 180% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 21.2M | 735,849% |
| Annual Yield % from dividends | 1.33 | 1.43 | 93% |
| Returns for 1 year | 16.15 | 4.37 | 369% |
| Returns for 3 years | 50.85 | 21.22 | 240% |
| Returns for 5 years | 34.59 | -10.45 | -331% |
| Returns for 10 years | 114.80 | -6.36 | -1,804% |
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