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FIWGX vs SRBFX
FIWGX vs SRBFX Comparison
Open Charts FIWGX vs SRBFX
FIWGX vs SRBFX Comparison Chart in %
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FIWGX vs. SRBFX commentary
Jun 04, 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 FIWGX is a Hold and SRBFX is a Hold.
FUNDAMENTALS
Fundamentals
FIWGX has more cash in the bank: 93.2B vs. SRBFX (3.14B). SRBFX pays higher dividends than FIWGX: SRBFX (4.86) vs FIWGX (4.38). FIWGX was incepted earlier than SRBFX: FIWGX (8 years) vs SRBFX (48 years). SRBFX (0.64) is less costly to investors than FIWGX (0.41). SRBFX is a more actively managed with annual turnover of: 229.00 vs. FIWGX (207.00). FIWGX has a lower initial minimum investment than SRBFX: FIWGX (0) vs SRBFX (2000). SRBFX (6.20) and FIWGX (5.96) have marching annual gain over last year. FIWGX return over 5 years is better than : 3.73 vs. SRBFX (-0.26).
| FIWGX | SRBFX | FIWGX / SRBFX | |
| Total Expense Ratio | 0.16 | 0.49 | 33% |
| Annual Report Gross Expense Ratio | 0.41 | 0.64 | 64% |
| Fund Existence | 8 years | 48 years | - |
| Gain YTD | 0.798 | 0.694 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 93.2B | 3.14B | 2,973% |
| Annual Yield % from dividends | 4.38 | 4.86 | 90% |
| Returns for 1 year | 5.96 | 6.20 | 96% |
| Returns for 3 years | 15.10 | 17.84 | 85% |
| Returns for 5 years | 3.73 | -0.26 | -1,445% |
| Returns for 10 years | N/A | 18.51 | - |
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