CWIFX
Price
$79.79
Change
-$0.40 (-0.50%)
Updated
Jun 26 closing price
Net Assets
159.53B
SRICX
Price
$12.52
Change
+$0.09 (+0.72%)
Updated
Jul 6 closing price
Net Assets
22.16M
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CWIFX vs SRICX

CWIFX vs SRICX Comparison Chart in %
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CWIFX vs. SRICX commentary
Jul 07, 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 Buy and SRICX is a Buy.

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FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 160B vs. SRICX (22.2M). CWIFX (1.46) and SRICX (1.45) have matching dividends . CWIFX was incepted earlier than SRICX: CWIFX (24 years) vs SRICX (19 years). SRICX (2.99) is less costly to investors than CWIFX (0.85). CWIFX is a more actively managed with annual turnover of: 44.00 vs. SRICX (20.00). CWIFX has a lower initial minimum investment than SRICX: CWIFX (250) vs SRICX (1000). CWIFX annual gain was more profitable for investors over the last year : 13.85 vs. SRICX (5.44). CWIFX return over 5 years is better than : 35.05 vs. SRICX (-7.30).
CWIFXSRICXCWIFX / SRICX
Total Expense Ratio0.850.9094%
Annual Report Gross Expense Ratio0.852.9928%
Fund Existence24 years19 years-
Gain YTD13.0318.559152%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets160B22.2M720,721%
Annual Yield % from dividends1.461.45100%
Returns for 1 year13.855.44255%
Returns for 3 years49.8120.22246%
Returns for 5 years35.05-7.30-480%
Returns for 10 years122.44-4.88-2,508%
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