Interact to see
Advertisement
Advertisement
CWIEX vs SRIAX
CWIEX vs SRIAX Comparison
Open Charts CWIEX vs SRIAX
CWIEX vs SRIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIEX vs. SRIAX 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 SRIAX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 158B vs. SRIAX (21.1M). SRIAX pays higher dividends than CWIEX: SRIAX (1.24) vs CWIEX (1.11). CWIEX was incepted earlier than SRIAX: CWIEX (25 years) vs SRIAX (19 years). SRIAX (2.24) is less costly to investors than CWIEX (1.00). CWIEX is a more actively managed with annual turnover of: 44.00 vs. SRIAX (20.00). CWIEX has a lower initial minimum investment than SRIAX: CWIEX (250) vs SRIAX (1000). CWIEX annual gain was more profitable for investors over the last year : 11.20 vs. SRIAX (1.90). CWIEX return over 5 years is better than : 33.86 vs. SRIAX (-7.81).
| CWIEX | SRIAX | CWIEX / SRIAX | |
| Total Expense Ratio | 1.00 | 0.90 | 111% |
| Annual Report Gross Expense Ratio | 1.00 | 2.24 | 45% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 15.802 | 8.795 | 180% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 21.1M | 748,815% |
| Annual Yield % from dividends | 1.11 | 1.24 | 90% |
| Returns for 1 year | 11.20 | 1.90 | 589% |
| Returns for 3 years | 50.55 | 22.37 | 226% |
| Returns for 5 years | 33.86 | -7.81 | -433% |
| Returns for 10 years | 113.40 | 4.84 | 2,344% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers