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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
Aug 03, 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 Buy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.38B vs. BIERX (2.81B). TRWTX pays higher dividends than BIERX: TRWTX (3.32) vs BIERX (2.44). 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 (25.88) and BIERX (24.72) have marching annual gain over last year. BIERX return over 5 years is better than : 95.45 vs. TRWTX (54.20).
| 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 | 13.892 | 16.011 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.81B | 4.38B | 64% |
| Annual Yield % from dividends | 2.44 | 3.32 | 73% |
| Returns for 1 year | 24.72 | 25.88 | 96% |
| Returns for 3 years | 75.73 | 57.59 | 132% |
| Returns for 5 years | 95.45 | 54.20 | 176% |
| Returns for 10 years | 172.67 | 114.15 | 151% |
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