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RWIEX vs SRIGX
RWIEX vs SRIGX Comparison
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RWIEX vs SRIGX Comparison Chart in %
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RWIEX 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 RWIEX is a Buy and SRIGX is a Buy.
FUNDAMENTALS
Fundamentals
RWIEX has more cash in the bank: 160B vs. SRIGX (21.8M). RWIEX (1.33) and SRIGX (1.29) have matching dividends . RWIEX was incepted earlier than SRIGX: RWIEX (24 years) vs SRIGX (19 years). SRIGX (2.24) is less costly to investors than RWIEX (0.76). RWIEX is a more actively managed with annual turnover of: 44.00 vs. SRIGX (20.00). RWIEX has a lower initial minimum investment than SRIGX: RWIEX (250) vs SRIGX (1000). RWIEX annual gain was more profitable for investors over the last year : 15.50 vs. SRIGX (6.63). RWIEX return over 5 years is better than : 31.14 vs. SRIGX (-7.11).
| RWIEX | SRIGX | RWIEX / SRIGX | |
| Total Expense Ratio | 0.76 | 0.90 | 84% |
| Annual Report Gross Expense Ratio | 0.76 | 2.24 | 34% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 12.950 | 6.667 | 194% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160B | 21.8M | 733,945% |
| Annual Yield % from dividends | 1.33 | 1.29 | 103% |
| Returns for 1 year | 15.50 | 6.63 | 234% |
| Returns for 3 years | 48.42 | 17.84 | 271% |
| Returns for 5 years | 31.14 | -7.11 | -438% |
| Returns for 10 years | 104.97 | 6.64 | 1,582% |
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