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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
Jun 04, 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 Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 152B vs. SRIGX (22M). CWIAX (1.33) and SRIGX (1.29) have matching dividends . 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 : 22.44 vs. SRIGX (6.43). CWIAX return over 5 years is better than : 38.19 vs. SRIGX (-9.21).
| 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 | 15.652 | 4.318 | 362% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 152B | 22M | 690,909% |
| Annual Yield % from dividends | 1.33 | 1.29 | 103% |
| Returns for 1 year | 22.44 | 6.43 | 349% |
| Returns for 3 years | 54.65 | 17.80 | 307% |
| Returns for 5 years | 38.19 | -9.21 | -414% |
| Returns for 10 years | 122.63 | 0.93 | 13,250% |
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