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CWIEX vs SRIAX
CWIEX vs SRIAX Comparison
Open Charts CWIEX vs SRIAX
CWIEX vs SRIAX Comparison Chart in %
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CWIEX vs. SRIAX 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 SRIAX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 156B vs. SRIAX (21.5M). SRIAX pays higher dividends than CWIEX: SRIAX (1.25) vs CWIEX (1.13). CWIEX was incepted earlier than SRIAX: CWIEX (24 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 : 16.88 vs. SRIAX (5.68). CWIEX return over 5 years is better than : 38.11 vs. SRIAX (-5.82).
| CWIEX | SRIAX | CWIEX / SRIAX | |
| Total Expense Ratio | 1.00 | 0.90 | 111% |
| Annual Report Gross Expense Ratio | 1.00 | 2.24 | 45% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 16.836 | 10.614 | 159% |
| Front Load | N/A | 6% | - |
| 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 | 1.13 | 1.25 | 91% |
| Returns for 1 year | 16.88 | 5.68 | 297% |
| Returns for 3 years | 53.61 | 25.65 | 209% |
| Returns for 5 years | 38.11 | -5.82 | -655% |
| Returns for 10 years | 110.60 | 2.94 | 3,763% |
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