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RTIRX vs TRWTX
RTIRX vs TRWTX Comparison
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RTIRX vs TRWTX Comparison Chart in %
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RTIRX vs. TRWTX commentary
Jun 24, 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 RTIRX is a StrongBuy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.31B vs. RTIRX (186M). TRWTX pays higher dividends than RTIRX: TRWTX (3.44) vs RTIRX (1.95). RTIRX was incepted earlier than TRWTX: RTIRX (10 years) vs TRWTX (34 years). RTIRX (0.82) is less costly to investors than TRWTX (0.76). RTIRX is a more actively managed with annual turnover of: 59.00 vs. TRWTX (13.00). RTIRX (0) and TRWTX (0) have matching initial minimum investment requirements. RTIRX (22.81) and TRWTX (22.66) have marching annual gain over last year. TRWTX return over 5 years is better than : 48.71 vs. RTIRX (43.98).
| RTIRX | TRWTX | RTIRX / TRWTX | |
| Total Expense Ratio | 0.77 | 0.76 | 101% |
| Annual Report Gross Expense Ratio | 0.82 | 0.76 | 108% |
| Fund Existence | 10 years | 34 years | - |
| Gain YTD | 9.476 | 12.714 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 186M | 4.31B | 4% |
| Annual Yield % from dividends | 1.95 | 3.44 | 57% |
| Returns for 1 year | 22.81 | 22.66 | 101% |
| Returns for 3 years | 61.82 | 59.51 | 104% |
| Returns for 5 years | 43.98 | 48.71 | 90% |
| Returns for 10 years | 114.30 | 121.13 | 94% |
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