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BIIEX vs TRWTX
BIIEX vs TRWTX Comparison
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BIIEX vs TRWTX Comparison Chart in %
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BIIEX 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 BIIEX is a StrongBuy and TRWTX is a Buy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.38B vs. BIIEX (2.81B). TRWTX pays higher dividends than BIIEX: TRWTX (3.32) vs BIIEX (2.40). BIIEX was incepted earlier than TRWTX: BIIEX (30 years) vs TRWTX (34 years). BIIEX (0.89) is less costly to investors than TRWTX (0.76). BIIEX is a more actively managed with annual turnover of: 30.14 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than BIIEX: TRWTX (0) vs BIIEX (100000). TRWTX annual gain was more profitable for investors over the last year : 25.88 vs. BIIEX (24.59). BIIEX return over 5 years is better than : 94.48 vs. TRWTX (54.20).
| BIIEX | TRWTX | BIIEX / TRWTX | |
| Total Expense Ratio | 0.86 | 0.76 | 113% |
| Annual Report Gross Expense Ratio | 0.89 | 0.76 | 117% |
| Fund Existence | 30 years | 34 years | - |
| Gain YTD | 13.857 | 16.011 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.81B | 4.38B | 64% |
| Annual Yield % from dividends | 2.40 | 3.32 | 72% |
| Returns for 1 year | 24.59 | 25.88 | 95% |
| Returns for 3 years | 75.10 | 57.59 | 130% |
| Returns for 5 years | 94.48 | 54.20 | 174% |
| Returns for 10 years | 169.68 | 114.15 | 149% |
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