Interact to see
Advertisement
Advertisement
CWIEX vs SRIDX
CWIEX vs SRIDX Comparison
Open Charts CWIEX vs SRIDX
CWIEX vs SRIDX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIEX vs. SRIDX commentary
Aug 03, 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 SRIDX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 158B vs. SRIDX (22M). SRIDX pays higher dividends than CWIEX: SRIDX (1.20) vs CWIEX (1.13). CWIEX was incepted earlier than SRIDX: CWIEX (24 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 : 15.28 vs. SRIDX (6.78). CWIEX return over 5 years is better than : 34.14 vs. SRIDX (-6.16).
| CWIEX | SRIDX | CWIEX / SRIDX | |
| Total Expense Ratio | 1.00 | 0.90 | 111% |
| Annual Report Gross Expense Ratio | 1.00 | 1.99 | 50% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 13.848 | 9.197 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 158B | 22M | 718,182% |
| Annual Yield % from dividends | 1.13 | 1.20 | 95% |
| Returns for 1 year | 15.28 | 6.78 | 225% |
| Returns for 3 years | 42.99 | 17.21 | 250% |
| Returns for 5 years | 34.14 | -6.16 | -554% |
| Returns for 10 years | 109.80 | 5.68 | 1,932% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers