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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 28, 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 Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 158B vs. SRICX (21.7M). 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 : 11.88 vs. SRICX (3.81). CWIAX return over 5 years is better than : 33.59 vs. SRICX (-8.60).
| 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 | 12.554 | 7.773 | 162% |
| Front Load | 4% | N/A | - |
| 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 | 1.45 | 92% |
| Returns for 1 year | 11.88 | 3.81 | 312% |
| Returns for 3 years | 41.74 | 15.41 | 271% |
| Returns for 5 years | 33.59 | -8.60 | -391% |
| Returns for 10 years | 110.32 | -6.94 | -1,591% |
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