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RTIYX vs TRWTX
RTIYX vs TRWTX Comparison
Open Charts RTIYX vs TRWTX
RTIYX vs TRWTX Comparison Chart in %
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RTIYX 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 RTIYX is a StrongBuy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.31B vs. RTIYX (186M). TRWTX pays higher dividends than RTIYX: TRWTX (3.44) vs RTIYX (2.01). RTIYX was incepted earlier than TRWTX: RTIYX (12 years) vs TRWTX (34 years). RTIYX (0.77) and TRWTX (0.76) have similar cost to investors . RTIYX is a more actively managed with annual turnover of: 59.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than RTIYX: TRWTX (0) vs RTIYX (10000000). RTIYX (22.84) and TRWTX (22.66) have marching annual gain over last year. TRWTX return over 5 years is better than : 48.71 vs. RTIYX (43.99).
| RTIYX | TRWTX | RTIYX / TRWTX | |
| Total Expense Ratio | 0.74 | 0.76 | 97% |
| Annual Report Gross Expense Ratio | 0.77 | 0.76 | 101% |
| Fund Existence | 12 years | 34 years | - |
| Gain YTD | 9.505 | 12.714 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 186M | 4.31B | 4% |
| Annual Yield % from dividends | 2.01 | 3.44 | 59% |
| Returns for 1 year | 22.84 | 22.66 | 101% |
| Returns for 3 years | 61.82 | 59.51 | 104% |
| Returns for 5 years | 43.99 | 48.71 | 90% |
| Returns for 10 years | 102.30 | 121.13 | 84% |
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