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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 01, 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 Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 158B vs. SRIAX (21.7M). SRIAX pays higher dividends than CWIEX: SRIAX (1.26) vs CWIEX (1.12). 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 : 13.52 vs. SRIAX (5.56). CWIEX return over 5 years is better than : 32.94 vs. SRIAX (-7.58).
| 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 | 12.828 | 7.961 | 161% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 21.7M | 728,111% |
| Annual Yield % from dividends | 1.12 | 1.26 | 89% |
| Returns for 1 year | 13.52 | 5.56 | 243% |
| Returns for 3 years | 41.13 | 15.57 | 264% |
| Returns for 5 years | 32.94 | -7.58 | -435% |
| Returns for 10 years | 106.49 | 1.06 | 10,070% |
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