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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
Sep 12, 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 Hold and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.25B vs. BIIEX (2.7B). TRWTX pays higher dividends than BIIEX: TRWTX (3.27) vs BIIEX (2.39). BIIEX was incepted earlier than TRWTX: BIIEX (30 years) vs TRWTX (34 years). BIIEX (0.87) is less costly to investors than TRWTX (0.74). 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 : 19.05 vs. BIIEX (15.03). BIIEX return over 5 years is better than : 90.55 vs. TRWTX (52.31).
| BIIEX | TRWTX | BIIEX / TRWTX | |
| Total Expense Ratio | 0.86 | 0.74 | 116% |
| Annual Report Gross Expense Ratio | 0.87 | 0.74 | 118% |
| Fund Existence | 30 years | 34 years | - |
| Gain YTD | 11.854 | 15.812 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.7B | 4.25B | 64% |
| Annual Yield % from dividends | 2.39 | 3.27 | 73% |
| Returns for 1 year | 15.03 | 19.05 | 79% |
| Returns for 3 years | 72.93 | 64.39 | 113% |
| Returns for 5 years | 90.55 | 52.31 | 173% |
| Returns for 10 years | 157.77 | 110.45 | 143% |
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