Interact to see
Advertisement
Advertisement
CWIAX vs SRIDX
CWIAX vs SRIDX Comparison
Open Charts CWIAX vs SRIDX
CWIAX vs SRIDX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIAX vs. SRIDX commentary
Aug 23, 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 StrongBuy and SRIDX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 156B vs. SRIDX (21.5M). CWIAX pays higher dividends than SRIDX: CWIAX (1.35) vs SRIDX (1.20). 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 : 17.18 vs. SRIDX (5.75). CWIAX return over 5 years is better than : 39.81 vs. SRIDX (-5.40).
| 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 | 17.028 | 10.657 | 160% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 21.5M | 725,581% |
| Annual Yield % from dividends | 1.35 | 1.20 | 113% |
| Returns for 1 year | 17.18 | 5.75 | 299% |
| Returns for 3 years | 54.75 | 25.69 | 213% |
| Returns for 5 years | 39.81 | -5.40 | -737% |
| Returns for 10 years | 115.53 | 5.19 | 2,225% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement