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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
Sep 06, 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 Hold and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.36B vs. BIERX (2.79B). TRWTX pays higher dividends than BIERX: TRWTX (3.27) vs BIERX (2.43). BIERX was incepted earlier than TRWTX: BIERX (11 years) vs TRWTX (34 years). BIERX (0.86) is less costly to investors than TRWTX (0.76). BIERX is a more actively managed with annual turnover of: 30.14 vs. TRWTX (13.00). 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 : 24.73 vs. BIERX (21.17). BIERX return over 5 years is better than : 92.84 vs. TRWTX (53.69).
| BIERX | TRWTX | BIERX / TRWTX | |
| Total Expense Ratio | 0.76 | 0.76 | 100% |
| Annual Report Gross Expense Ratio | 0.86 | 0.76 | 113% |
| Fund Existence | 11 years | 34 years | - |
| Gain YTD | 15.288 | 18.673 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.79B | 4.36B | 64% |
| Annual Yield % from dividends | 2.43 | 3.27 | 74% |
| Returns for 1 year | 21.17 | 24.73 | 86% |
| Returns for 3 years | 80.52 | 68.28 | 118% |
| Returns for 5 years | 92.84 | 53.69 | 173% |
| Returns for 10 years | 158.41 | 108.04 | 147% |
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