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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 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 SRIGX is a Hold.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 156B vs. SRIGX (21.5M). CWIAX pays higher dividends than SRIGX: CWIAX (1.35) vs SRIGX (1.24). CWIAX was incepted earlier than SRIGX: CWIAX (25 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 : 17.18 vs. SRIGX (5.67). CWIAX return over 5 years is better than : 39.81 vs. SRIGX (-5.81).
| CWIAX | SRIGX | CWIAX / SRIGX | |
| Total Expense Ratio | 0.75 | 0.90 | 83% |
| Annual Report Gross Expense Ratio | 0.75 | 2.24 | 33% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 17.028 | 10.682 | 159% |
| 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 | 1.24 | 109% |
| Returns for 1 year | 17.18 | 5.67 | 303% |
| Returns for 3 years | 54.75 | 25.61 | 214% |
| Returns for 5 years | 39.81 | -5.81 | -685% |
| Returns for 10 years | 115.53 | 3.00 | 3,850% |
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