Interact to see
Advertisement
Advertisement
CWIEX vs CWIFX
CWIEX vs CWIFX Comparison
Open Charts CWIEX vs CWIFX
CWIEX vs CWIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIEX vs. CWIFX commentary
Jun 24, 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 CWIEX is a Hold and CWIFX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX (160B) and CWIFX (160B) have equal amount of cash in the bank . CWIFX pays higher dividends than CWIEX: CWIFX (1.46) vs CWIEX (1.13). CWIEX was incepted earlier than CWIFX: CWIEX (24 years) vs CWIFX (24 years). CWIEX (1.00) is less costly to investors than CWIFX (0.85). CWIEX (44.00) and CWIFX (44.00) have comparable annual turnover. CWIEX (250) and CWIFX (250) have matching initial minimum investment requirements. CWIFX (22.02) and CWIEX (21.53) have marching annual gain over last year. CWIFX return over 5 years is better than : 39.08 vs. CWIEX (36.39).
| CWIEX | CWIFX | CWIEX / CWIFX | |
| Total Expense Ratio | 1.00 | 0.85 | 118% |
| Annual Report Gross Expense Ratio | 1.00 | 0.85 | 118% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 15.505 | 15.722 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160B | 160B | 100% |
| Annual Yield % from dividends | 1.13 | 1.46 | 78% |
| Returns for 1 year | 21.53 | 22.02 | 98% |
| Returns for 3 years | 52.10 | 53.92 | 97% |
| Returns for 5 years | 36.39 | 39.08 | 93% |
| Returns for 10 years | 126.75 | 136.46 | 93% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| DFCEX | 36.39 | 0.03 | +0.08% |
| DFA Emerging Markets Core Equity 2 I | |||
| JFEAX | 21.87 | N/A | N/A |
| JPMorgan Developed International Value A | |||
| AMAKX | 12.32 | N/A | N/A |
| American Century Small Cap Dividend R6 | |||
| BAUAX | 30.54 | N/A | N/A |
| Brown Advisory Small-Cap Fdmtl Val Adv | |||
| MLNSX | 28.42 | N/A | N/A |
| Morgan Stanley Instl Glbl Concntr R6 | |||