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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 28, 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 Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 158B vs. SRICX (21.7M). 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 : 11.57 vs. SRICX (3.81). CWIEX return over 5 years is better than : 31.98 vs. SRICX (-8.60).
| 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 | 12.389 | 7.773 | 159% |
| Front Load | N/A | N/A | - |
| 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 | 1.45 | 77% |
| Returns for 1 year | 11.57 | 3.81 | 304% |
| Returns for 3 years | 40.70 | 15.41 | 264% |
| Returns for 5 years | 31.98 | -8.60 | -372% |
| Returns for 10 years | 105.50 | -6.94 | -1,521% |
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