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CWIEX vs SRIDX
CWIEX vs SRIDX Comparison
Open Charts CWIEX vs SRIDX
CWIEX vs SRIDX Comparison Chart in %
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CWIEX vs. SRIDX 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 SRIDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 156B vs. SRIDX (21.4M). SRIDX pays higher dividends than CWIEX: SRIDX (1.19) vs CWIEX (1.11). CWIEX was incepted earlier than SRIDX: CWIEX (25 years) vs SRIDX (19 years). SRIDX (1.99) is less costly to investors than CWIEX (1.00). CWIEX is a more actively managed with annual turnover of: 44.00 vs. SRIDX (20.00). CWIEX has a lower initial minimum investment than SRIDX: CWIEX (250) vs SRIDX (1000). CWIEX annual gain was more profitable for investors over the last year : 15.85 vs. SRIDX (5.26). CWIEX return over 5 years is better than : 32.97 vs. SRIDX (-7.82).
| CWIEX | SRIDX | CWIEX / SRIDX | |
| Total Expense Ratio | 1.00 | 0.90 | 111% |
| Annual Report Gross Expense Ratio | 1.00 | 1.99 | 50% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 16.467 | 10.146 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 156B | 21.4M | 728,972% |
| Annual Yield % from dividends | 1.11 | 1.19 | 94% |
| Returns for 1 year | 15.85 | 5.26 | 301% |
| Returns for 3 years | 49.75 | 22.19 | 224% |
| Returns for 5 years | 32.97 | -7.82 | -422% |
| Returns for 10 years | 109.89 | 4.18 | 2,630% |
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