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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
Jul 09, 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 StrongBuy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.31B vs. BIERX (2.71B). TRWTX pays higher dividends than BIERX: TRWTX (3.43) vs BIERX (1.06). BIERX was incepted earlier than TRWTX: BIERX (10 years) vs TRWTX (34 years). BIERX (0.86) is less costly to investors than TRWTX (0.76). TRWTX is a more actively managed with annual turnover of: 13.00 vs. BIERX (1.48). TRWTX has a lower initial minimum investment than BIERX: TRWTX (0) vs BIERX (1000000). TRWTX annual gain was more profitable for investors over the last year : 20.07 vs. BIERX (15.65). BIERX return over 5 years is better than : 81.19 vs. TRWTX (49.11).
| 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 | 34 years | - |
| Gain YTD | 6.725 | 13.270 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.71B | 4.31B | 63% |
| Annual Yield % from dividends | 1.06 | 3.43 | 31% |
| Returns for 1 year | 15.65 | 20.07 | 78% |
| Returns for 3 years | 74.32 | 60.37 | 123% |
| Returns for 5 years | 81.19 | 49.11 | 165% |
| Returns for 10 years | 164.97 | 119.38 | 138% |
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