CLSYX
Price
$26.68
Change
-$0.13 (-0.48%)
Updated
Jul 24 closing price
Net Assets
687.57M
TRWTX
Price
$28.40
Change
+$0.11 (+0.39%)
Updated
Jul 24 closing price
Net Assets
4.28B
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CLSYX vs TRWTX

CLSYX vs TRWTX Comparison Chart in %
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CLSYX vs. TRWTX commentary
Jul 26, 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 CLSYX is a Hold and TRWTX is a Hold.

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FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.28B vs. CLSYX (688M). TRWTX pays higher dividends than CLSYX: TRWTX (3.43) vs CLSYX (2.61). CLSYX was incepted earlier than TRWTX: CLSYX (17 years) vs TRWTX (34 years). CLSYX (0.83) is less costly to investors than TRWTX (0.76). CLSYX (13.00) and TRWTX (13.00) have comparable annual turnover. TRWTX has a lower initial minimum investment than CLSYX: TRWTX (0) vs CLSYX (1000000). CLSYX annual gain was more profitable for investors over the last year : 24.78 vs. TRWTX (17.60). TRWTX return over 5 years is better than : 50.04 vs. CLSYX (43.20).
CLSYXTRWTXCLSYX / TRWTX
Total Expense Ratio0.770.76101%
Annual Report Gross Expense Ratio0.830.76109%
Fund Existence17 years34 years-
Gain YTD15.97912.833125%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets688M4.28B16%
Annual Yield % from dividends2.613.4376%
Returns for 1 year24.7817.60141%
Returns for 3 years51.7452.3099%
Returns for 5 years43.2050.0486%
Returns for 10 years88.80110.3480%
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