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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
Jul 14, 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 Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.32B vs. BIIEX (2.71B). TRWTX pays higher dividends than BIIEX: TRWTX (3.43) vs BIIEX (2.57). 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 : 20.47 vs. BIIEX (18.37). BIIEX return over 5 years is better than : 83.87 vs. TRWTX (49.42).
| 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 | 8.813 | 13.508 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.71B | 4.32B | 63% |
| Annual Yield % from dividends | 2.57 | 3.43 | 75% |
| Returns for 1 year | 18.37 | 20.47 | 90% |
| Returns for 3 years | 70.67 | 53.74 | 132% |
| Returns for 5 years | 83.87 | 49.42 | 170% |
| Returns for 10 years | 156.21 | 112.38 | 139% |
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