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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 30, 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: 160B vs. SRIGX (21.8M). 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 : 15.50 vs. SRIGX (6.63). CWIAX return over 5 years is better than : 33.73 vs. SRIGX (-7.11).
| 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 | 12.965 | 6.667 | 194% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160B | 21.8M | 733,945% |
| Annual Yield % from dividends | 1.33 | 1.29 | 103% |
| Returns for 1 year | 15.50 | 6.63 | 234% |
| Returns for 3 years | 48.38 | 17.84 | 271% |
| Returns for 5 years | 33.73 | -7.11 | -474% |
| Returns for 10 years | 126.77 | 6.64 | 1,911% |
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