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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
Jul 07, 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 SRICX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 160B vs. SRICX (22.2M). SRICX pays higher dividends than CWIAX: SRICX (1.45) vs CWIAX (1.34). CWIAX was incepted earlier than SRICX: CWIAX (24 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 : 16.11 vs. SRICX (5.44). CWIAX return over 5 years is better than : 36.90 vs. SRICX (-7.30).
| CWIAX | SRICX | CWIAX / SRICX | |
| Total Expense Ratio | 0.75 | 0.90 | 83% |
| Annual Report Gross Expense Ratio | 0.75 | 2.99 | 25% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 15.357 | 8.559 | 179% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160B | 22.2M | 720,721% |
| Annual Yield % from dividends | 1.34 | 1.45 | 92% |
| Returns for 1 year | 16.11 | 5.44 | 296% |
| Returns for 3 years | 52.33 | 20.22 | 259% |
| Returns for 5 years | 36.90 | -7.30 | -505% |
| Returns for 10 years | 122.92 | -4.88 | -2,518% |
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