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CWIEX vs SRICX
CWIEX vs SRICX Comparison
Open Charts CWIEX vs SRICX
CWIEX vs SRICX Comparison Chart in %
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CWIEX vs. SRICX commentary
Jul 07, 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 SRICX is a Buy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 160B vs. SRICX (22.2M). SRICX pays higher dividends than CWIEX: SRICX (1.45) vs CWIEX (1.12). CWIEX was incepted earlier than SRICX: CWIEX (24 years) vs SRICX (19 years). SRICX (2.99) is less costly to investors than CWIEX (1.00). CWIEX is a more actively managed with annual turnover of: 44.00 vs. SRICX (20.00). CWIEX has a lower initial minimum investment than SRICX: CWIEX (250) vs SRICX (1000). CWIEX annual gain was more profitable for investors over the last year : 15.80 vs. SRICX (5.44). CWIEX return over 5 years is better than : 35.24 vs. SRICX (-7.30).
| CWIEX | SRICX | CWIEX / SRICX | |
| Total Expense Ratio | 1.00 | 0.90 | 111% |
| Annual Report Gross Expense Ratio | 1.00 | 2.99 | 33% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 15.207 | 8.559 | 178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160B | 22.2M | 720,721% |
| Annual Yield % from dividends | 1.12 | 1.45 | 77% |
| Returns for 1 year | 15.80 | 5.44 | 291% |
| Returns for 3 years | 51.22 | 20.22 | 253% |
| Returns for 5 years | 35.24 | -7.30 | -483% |
| Returns for 10 years | 117.86 | -4.88 | -2,414% |
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