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CLSYX vs TRWTX
CLSYX vs TRWTX Comparison
Open Charts CLSYX vs TRWTX
CLSYX vs TRWTX Comparison Chart in %
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CLSYX vs. TRWTX commentary
Jul 05, 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 Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.3B vs. CLSYX (696M). 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 : 28.30 vs. TRWTX (18.84). TRWTX return over 5 years is better than : 48.89 vs. CLSYX (43.43).
| CLSYX | TRWTX | CLSYX / TRWTX | |
| Total Expense Ratio | 0.77 | 0.76 | 101% |
| Annual Report Gross Expense Ratio | 0.83 | 0.76 | 109% |
| Fund Existence | 17 years | 34 years | - |
| Gain YTD | 17.197 | 12.793 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 696M | 4.3B | 16% |
| Annual Yield % from dividends | 2.61 | 3.43 | 76% |
| Returns for 1 year | 28.30 | 18.84 | 150% |
| Returns for 3 years | 55.69 | 56.43 | 99% |
| Returns for 5 years | 43.43 | 48.89 | 89% |
| Returns for 10 years | 95.22 | 115.84 | 82% |
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