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BIERX vs TRWTX
BIERX vs TRWTX Comparison
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BIERX vs TRWTX Comparison Chart in %
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BIERX vs. TRWTX 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 BIERX is a Buy and TRWTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.36B vs. BIERX (2.68B). TRWTX pays higher dividends than BIERX: TRWTX (3.44) vs BIERX (2.34). BIERX was incepted earlier than TRWTX: BIERX (10 years) vs TRWTX (33 years). BIERX (0.86) is less costly to investors than TRWTX (0.76). BIERX is a more actively managed with annual turnover of: 17.03 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than BIERX: TRWTX (0) vs BIERX (1000000). BIERX (20.90) and TRWTX (20.68) have marching annual gain over last year. BIERX return over 5 years is better than : 76.39 vs. TRWTX (46.23).
| BIERX | TRWTX | BIERX / TRWTX | |
| Total Expense Ratio | 0.76 | 0.76 | 100% |
| Annual Report Gross Expense Ratio | 0.86 | 0.76 | 113% |
| Fund Existence | 10 years | 33 years | - |
| Gain YTD | 7.375 | 11.998 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.68B | 4.36B | 61% |
| Annual Yield % from dividends | 2.34 | 3.44 | 68% |
| Returns for 1 year | 20.90 | 20.68 | 101% |
| Returns for 3 years | 77.99 | 57.37 | 136% |
| Returns for 5 years | 76.39 | 46.23 | 165% |
| Returns for 10 years | 155.22 | 104.63 | 148% |
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