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RTIRX vs TRWTX
RTIRX vs TRWTX Comparison
Open Charts RTIRX vs TRWTX
RTIRX vs TRWTX Comparison Chart in %
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RTIRX 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 RTIRX is a Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.41B vs. RTIRX (190M). TRWTX pays higher dividends than RTIRX: TRWTX (3.32) vs RTIRX (1.91). 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. TRWTX annual gain was more profitable for investors over the last year : 23.42 vs. RTIRX (21.97). TRWTX return over 5 years is better than : 58.53 vs. RTIRX (53.33).
| 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 | 14.715 | 18.554 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 190M | 4.41B | 4% |
| Annual Yield % from dividends | 1.91 | 3.32 | 57% |
| Returns for 1 year | 21.97 | 23.42 | 94% |
| Returns for 3 years | 70.97 | 69.32 | 102% |
| Returns for 5 years | 53.33 | 58.53 | 91% |
| Returns for 10 years | 106.25 | 111.88 | 95% |
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