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CWIAX vs SRIGX
CWIAX vs SRIGX Comparison
Open Charts CWIAX vs SRIGX
CWIAX vs SRIGX Comparison Chart in %
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CWIAX vs. SRIGX 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 SRIGX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 158B vs. SRIGX (22M). CWIAX pays higher dividends than SRIGX: CWIAX (1.35) vs SRIGX (1.24). CWIAX was incepted earlier than SRIGX: CWIAX (24 years) vs SRIGX (19 years). SRIGX (2.24) is less costly to investors than CWIAX (0.75). CWIAX is a more actively managed with annual turnover of: 44.00 vs. SRIGX (20.00). CWIAX has a lower initial minimum investment than SRIGX: CWIAX (250) vs SRIGX (1000). CWIAX annual gain was more profitable for investors over the last year : 15.58 vs. SRIGX (6.73). CWIAX return over 5 years is better than : 35.78 vs. SRIGX (-6.53).
| CWIAX | SRIGX | CWIAX / SRIGX | |
| Total Expense Ratio | 0.75 | 0.90 | 83% |
| Annual Report Gross Expense Ratio | 0.75 | 2.24 | 33% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 14.012 | 9.242 | 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 | 1.24 | 109% |
| Returns for 1 year | 15.58 | 6.73 | 231% |
| Returns for 3 years | 44.07 | 17.21 | 256% |
| Returns for 5 years | 35.78 | -6.53 | -548% |
| Returns for 10 years | 114.66 | 3.40 | 3,374% |
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