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FWGIX vs SRIDX
FWGIX vs SRIDX Comparison
Open Charts FWGIX vs SRIDX
FWGIX vs SRIDX Comparison Chart in %
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FWGIX vs. SRIDX commentary
Jul 01, 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 FWGIX is a Buy and SRIDX is a Buy.
FUNDAMENTALS
Fundamentals
FWGIX has more cash in the bank: 160B vs. SRIDX (21.9M). FWGIX pays higher dividends than SRIDX: FWGIX (1.61) vs SRIDX (1.25). FWGIX was incepted earlier than SRIDX: FWGIX (9 years) vs SRIDX (19 years). SRIDX (1.99) is less costly to investors than FWGIX (0.41). FWGIX is a more actively managed with annual turnover of: 44.00 vs. SRIDX (20.00). SRIDX has a lower initial minimum investment than FWGIX: SRIDX (1000) vs FWGIX (1000000). FWGIX annual gain was more profitable for investors over the last year : 17.04 vs. SRIDX (6.20). FWGIX return over 5 years is better than : 36.13 vs. SRIDX (-6.49).
| FWGIX | SRIDX | FWGIX / SRIDX | |
| Total Expense Ratio | 0.41 | 0.90 | 46% |
| Annual Report Gross Expense Ratio | 0.41 | 1.99 | 21% |
| Fund Existence | 9 years | 19 years | - |
| Gain YTD | 15.271 | 7.226 | 211% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160B | 21.9M | 730,594% |
| Annual Yield % from dividends | 1.61 | 1.25 | 129% |
| Returns for 1 year | 17.04 | 6.20 | 275% |
| Returns for 3 years | 51.10 | 16.94 | 302% |
| Returns for 5 years | 36.13 | -6.49 | -557% |
| Returns for 10 years | N/A | 5.27 | - |
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