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CWIAX vs SRIDX
CWIAX vs SRIDX Comparison
Open Charts CWIAX vs SRIDX
CWIAX vs SRIDX Comparison Chart in %
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CWIAX vs. SRIDX commentary
Aug 03, 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 SRIDX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 158B vs. SRIDX (22M). CWIAX pays higher dividends than SRIDX: CWIAX (1.35) vs SRIDX (1.20). CWIAX was incepted earlier than SRIDX: CWIAX (24 years) vs SRIDX (19 years). SRIDX (1.99) is less costly to investors than CWIAX (0.75). CWIAX is a more actively managed with annual turnover of: 44.00 vs. SRIDX (20.00). CWIAX has a lower initial minimum investment than SRIDX: CWIAX (250) vs SRIDX (1000). CWIAX annual gain was more profitable for investors over the last year : 15.58 vs. SRIDX (6.78). CWIAX return over 5 years is better than : 35.78 vs. SRIDX (-6.16).
| CWIAX | SRIDX | CWIAX / SRIDX | |
| Total Expense Ratio | 0.75 | 0.90 | 83% |
| Annual Report Gross Expense Ratio | 0.75 | 1.99 | 38% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 14.012 | 9.197 | 152% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 22M | 718,182% |
| Annual Yield % from dividends | 1.35 | 1.20 | 113% |
| Returns for 1 year | 15.58 | 6.78 | 230% |
| Returns for 3 years | 44.07 | 17.21 | 256% |
| Returns for 5 years | 35.78 | -6.16 | -581% |
| Returns for 10 years | 114.66 | 5.68 | 2,018% |
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