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CWIEX vs SMYIX
CWIEX vs SMYIX Comparison
Open Charts CWIEX vs SMYIX
CWIEX vs SMYIX Comparison Chart in %
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CWIEX vs. SMYIX commentary
Sep 13, 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 Buy and SMYIX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 158B vs. SMYIX (676M). CWIEX pays higher dividends than SMYIX: CWIEX (1.11) vs SMYIX (0.63). CWIEX was incepted earlier than SMYIX: CWIEX (25 years) vs SMYIX (23 years). CWIEX (1.00) and SMYIX (0.96) have similar cost to investors . CWIEX is a more actively managed with annual turnover of: 44.00 vs. SMYIX (31.00). CWIEX has a lower initial minimum investment than SMYIX: CWIEX (250) vs SMYIX (1000000). SMYIX annual gain was more profitable for investors over the last year : 13.43 vs. CWIEX (11.20). SMYIX return over 5 years is better than : 57.35 vs. CWIEX (33.86).
| CWIEX | SMYIX | CWIEX / SMYIX | |
| Total Expense Ratio | 1.00 | 0.95 | 105% |
| Annual Report Gross Expense Ratio | 1.00 | 0.96 | 104% |
| Fund Existence | 25 years | 23 years | - |
| Gain YTD | 15.802 | 13.899 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 676M | 23,373% |
| Annual Yield % from dividends | 1.11 | 0.63 | 178% |
| Returns for 1 year | 11.20 | 13.43 | 83% |
| Returns for 3 years | 50.55 | 74.27 | 68% |
| Returns for 5 years | 33.86 | 57.35 | 59% |
| Returns for 10 years | 113.40 | 160.55 | 71% |
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