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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
Jun 21, 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 Hold and SRIDX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 160B vs. SRIDX (21.7M). CWIAX pays higher dividends than SRIDX: CWIAX (1.33) vs SRIDX (1.25). 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 : 21.41 vs. SRIDX (8.44). CWIAX return over 5 years is better than : 39.71 vs. SRIDX (-5.07).
| 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 | 15.711 | 6.204 | 253% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160B | 21.7M | 737,327% |
| Annual Yield % from dividends | 1.33 | 1.25 | 107% |
| Returns for 1 year | 21.41 | 8.44 | 254% |
| Returns for 3 years | 44.61 | 12.92 | 345% |
| Returns for 5 years | 39.71 | -5.07 | -783% |
| Returns for 10 years | 123.60 | 5.44 | 2,271% |
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