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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
Sep 12, 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 Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 158B vs. SRIDX (21.1M). CWIAX pays higher dividends than SRIDX: CWIAX (1.33) vs SRIDX (1.19). CWIAX was incepted earlier than SRIDX: CWIAX (25 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 : 11.49 vs. SRIDX (1.90). CWIAX return over 5 years is better than : 35.48 vs. SRIDX (-7.45).
| CWIAX | SRIDX | CWIAX / SRIDX | |
| Total Expense Ratio | 0.75 | 0.90 | 83% |
| Annual Report Gross Expense Ratio | 0.75 | 1.99 | 38% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 16.008 | 8.832 | 181% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 21.1M | 748,815% |
| Annual Yield % from dividends | 1.33 | 1.19 | 111% |
| Returns for 1 year | 11.49 | 1.90 | 605% |
| Returns for 3 years | 51.66 | 22.44 | 230% |
| Returns for 5 years | 35.48 | -7.45 | -476% |
| Returns for 10 years | 118.42 | 7.13 | 1,661% |
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