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CWIEX vs SRIGX
CWIEX vs SRIGX Comparison
Open Charts CWIEX vs SRIGX
CWIEX vs SRIGX Comparison Chart in %
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CWIEX vs. SRIGX 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 SRIGX is a Hold.
FUNDAMENTALS
Fundamentals
CWIEX has more cash in the bank: 158B vs. SRIGX (22M). SRIGX pays higher dividends than CWIEX: SRIGX (1.24) vs CWIEX (1.13). CWIEX was incepted earlier than SRIGX: CWIEX (24 years) vs SRIGX (19 years). SRIGX (2.24) is less costly to investors than CWIEX (1.00). CWIEX is a more actively managed with annual turnover of: 44.00 vs. SRIGX (20.00). CWIEX has a lower initial minimum investment than SRIGX: CWIEX (250) vs SRIGX (1000). CWIEX annual gain was more profitable for investors over the last year : 15.28 vs. SRIGX (6.73). CWIEX return over 5 years is better than : 34.14 vs. SRIGX (-6.53).
| CWIEX | SRIGX | CWIEX / SRIGX | |
| Total Expense Ratio | 1.00 | 0.90 | 111% |
| Annual Report Gross Expense Ratio | 1.00 | 2.24 | 45% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 13.848 | 9.242 | 150% |
| 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 | 1.24 | 91% |
| Returns for 1 year | 15.28 | 6.73 | 227% |
| Returns for 3 years | 42.99 | 17.21 | 250% |
| Returns for 5 years | 34.14 | -6.53 | -523% |
| Returns for 10 years | 109.80 | 3.40 | 3,231% |
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