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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
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 CWIEX is a StrongBuy and SMYIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 156B vs. SMYIX (683M). CWIEX pays higher dividends than SMYIX: CWIEX (1.13) vs SMYIX (0.65). CWIEX was incepted earlier than SMYIX: CWIEX (24 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 : 18.79 vs. CWIEX (16.88). SMYIX return over 5 years is better than : 61.01 vs. CWIEX (38.11).
| CWIEX | SMYIX | CWIEX / SMYIX | |
| Total Expense Ratio | 1.00 | 0.95 | 105% |
| Annual Report Gross Expense Ratio | 1.00 | 0.96 | 104% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 16.836 | 15.253 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 683M | 22,840% |
| Annual Yield % from dividends | 1.13 | 0.65 | 175% |
| Returns for 1 year | 16.88 | 18.79 | 90% |
| Returns for 3 years | 53.61 | 79.19 | 68% |
| Returns for 5 years | 38.11 | 61.01 | 62% |
| Returns for 10 years | 110.60 | 157.59 | 70% |
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