CWIFX
Price
$79.79
Change
-$0.40 (-0.50%)
Updated
Jun 26 closing price
Net Assets
159.53B
SRIGX
Price
$14.08
Change
-$0.00 (-0.00%)
Updated
Jun 26 closing price
Net Assets
21.76M
Interact to see
Advertisement

CWIFX vs SRIGX

CWIFX vs SRIGX Comparison Chart in %
View a ticker or compare two or three
VS
CWIFX vs. SRIGX commentary
Jun 30, 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 SRIGX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
CWIFX has more cash in the bank: 160B vs. SRIGX (21.8M). CWIFX pays higher dividends than SRIGX: CWIFX (1.46) vs SRIGX (1.29). CWIFX was incepted earlier than SRIGX: CWIFX (24 years) vs SRIGX (19 years). SRIGX (2.24) is less costly to investors than CWIFX (0.85). CWIFX is a more actively managed with annual turnover of: 44.00 vs. SRIGX (20.00). CWIFX has a lower initial minimum investment than SRIGX: CWIFX (250) vs SRIGX (1000). CWIFX annual gain was more profitable for investors over the last year : 15.66 vs. SRIGX (6.63). CWIFX return over 5 years is better than : 34.72 vs. SRIGX (-7.11).
CWIFXSRIGXCWIFX / SRIGX
Total Expense Ratio0.850.9094%
Annual Report Gross Expense Ratio0.852.2438%
Fund Existence24 years19 years-
Gain YTD13.0316.667195%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets160B21.8M733,945%
Annual Yield % from dividends1.461.29113%
Returns for 1 year15.666.63236%
Returns for 3 years49.0417.84275%
Returns for 5 years34.72-7.11-488%
Returns for 10 years131.076.641,975%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
LGOAX53.431.11
+2.12%
Patient Opportunity A
RVPIX10.160.19
+1.91%
Royce Smaller-Companies Growth Instl
PRPDX75.560.34
+0.45%
Permanent Portfolio Permanent A
YASSX12.150.04
+0.33%
AMG Yacktman Special Opportunities I
GCVAX28.03-0.10
-0.36%
Goldman Sachs Large Cp Val Insghts A