Interact to see
Advertisement
Advertisement
CWIFX vs SRIAX
CWIFX vs SRIAX Comparison
Open Charts CWIFX vs SRIAX
CWIFX vs SRIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CWIFX vs. SRIAX commentary
Jun 19, 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 CWIFX is a Hold and SRIAX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 160B vs. SRIAX (21.8M). CWIFX pays higher dividends than SRIAX: CWIFX (1.46) vs SRIAX (1.29). CWIFX was incepted earlier than SRIAX: CWIFX (24 years) vs SRIAX (19 years). SRIAX (2.24) is less costly to investors than CWIFX (0.85). CWIFX is a more actively managed with annual turnover of: 44.00 vs. SRIAX (20.00). CWIFX has a lower initial minimum investment than SRIAX: CWIFX (250) vs SRIAX (1000). CWIFX annual gain was more profitable for investors over the last year : 21.35 vs. SRIAX (9.25). CWIFX return over 5 years is better than : 40.40 vs. SRIAX (-4.95).
| CWIFX | SRIAX | CWIFX / SRIAX | |
| Total Expense Ratio | 0.85 | 0.90 | 94% |
| Annual Report Gross Expense Ratio | 0.85 | 2.24 | 38% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 15.482 | 6.748 | 229% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160B | 21.8M | 733,945% |
| Annual Yield % from dividends | 1.46 | 1.29 | 113% |
| Returns for 1 year | 21.35 | 9.25 | 231% |
| Returns for 3 years | 50.27 | 16.54 | 304% |
| Returns for 5 years | 40.40 | -4.95 | -816% |
| Returns for 10 years | 131.34 | 4.62 | 2,846% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers