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CWIFX vs SRIDX
CWIFX vs SRIDX Comparison
Open Charts CWIFX vs SRIDX
CWIFX vs SRIDX Comparison Chart in %
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CWIFX vs. SRIDX commentary
Jun 21, 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 SRIDX is a Hold.
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 160B vs. SRIDX (21.7M). CWIFX pays higher dividends than SRIDX: CWIFX (1.46) vs SRIDX (1.25). CWIFX was incepted earlier than SRIDX: CWIFX (24 years) vs SRIDX (19 years). SRIDX (1.99) is less costly to investors than CWIFX (0.85). CWIFX is a more actively managed with annual turnover of: 44.00 vs. SRIDX (20.00). CWIFX has a lower initial minimum investment than SRIDX: CWIFX (250) vs SRIDX (1000). CWIFX annual gain was more profitable for investors over the last year : 21.59 vs. SRIDX (8.44). CWIFX return over 5 years is better than : 40.78 vs. SRIDX (-5.07).
| CWIFX | SRIDX | CWIFX / SRIDX | |
| Total Expense Ratio | 0.85 | 0.90 | 94% |
| Annual Report Gross Expense Ratio | 0.85 | 1.99 | 43% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 15.793 | 6.204 | 255% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160B | 21.7M | 737,327% |
| Annual Yield % from dividends | 1.46 | 1.25 | 117% |
| Returns for 1 year | 21.59 | 8.44 | 256% |
| Returns for 3 years | 44.74 | 12.92 | 346% |
| Returns for 5 years | 40.78 | -5.07 | -804% |
| Returns for 10 years | 127.87 | 5.44 | 2,349% |
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