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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 23, 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 Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.41B 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 : 23.42 vs. BIIEX (21.93). BIIEX return over 5 years is better than : 97.99 vs. TRWTX (58.53).
| 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 | 15.785 | 18.554 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.81B | 4.41B | 64% |
| Annual Yield % from dividends | 2.40 | 3.32 | 72% |
| Returns for 1 year | 21.93 | 23.42 | 94% |
| Returns for 3 years | 82.00 | 69.32 | 118% |
| Returns for 5 years | 97.99 | 58.53 | 167% |
| Returns for 10 years | 163.77 | 111.88 | 146% |
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