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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
Sep 04, 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 SRICX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 156B vs. SRICX (21.2M). SRICX pays higher dividends than CWIEX: SRICX (1.43) vs CWIEX (1.11). CWIEX was incepted earlier than SRICX: CWIEX (25 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 : 15.16 vs. SRICX (4.37). CWIEX return over 5 years is better than : 31.89 vs. SRICX (-10.45).
| CWIEX | SRICX | CWIEX / SRICX | |
| Total Expense Ratio | 1.00 | 0.90 | 111% |
| Annual Report Gross Expense Ratio | 1.00 | 2.99 | 33% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 15.519 | 9.258 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 21.2M | 735,849% |
| Annual Yield % from dividends | 1.11 | 1.43 | 78% |
| Returns for 1 year | 15.16 | 4.37 | 347% |
| Returns for 3 years | 48.53 | 21.22 | 229% |
| Returns for 5 years | 31.89 | -10.45 | -305% |
| Returns for 10 years | 108.18 | -6.36 | -1,700% |
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