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SAHMX vs TRWTX
SAHMX vs TRWTX Comparison
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SAHMX vs TRWTX Comparison Chart in %
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SAHMX vs. TRWTX commentary
Aug 03, 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 SAHMX is a Hold and TRWTX is a Buy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.38B vs. SAHMX (642M). TRWTX pays higher dividends than SAHMX: TRWTX (3.32) vs SAHMX (2.53). SAHMX was incepted earlier than TRWTX: SAHMX (27 years) vs TRWTX (34 years). SAHMX (0.91) is less costly to investors than TRWTX (0.76). TRWTX is a more actively managed with annual turnover of: 13.00 vs. SAHMX (9.00). TRWTX has a lower initial minimum investment than SAHMX: TRWTX (0) vs SAHMX (100000). SAHMX annual gain was more profitable for investors over the last year : 33.18 vs. TRWTX (25.88). SAHMX return over 5 years is better than : 98.84 vs. TRWTX (54.20).
| SAHMX | TRWTX | SAHMX / TRWTX | |
| Total Expense Ratio | 0.91 | 0.76 | 120% |
| Annual Report Gross Expense Ratio | 0.91 | 0.76 | 120% |
| Fund Existence | 27 years | 34 years | - |
| Gain YTD | 16.524 | 16.011 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 642M | 4.38B | 15% |
| Annual Yield % from dividends | 2.53 | 3.32 | 76% |
| Returns for 1 year | 33.18 | 25.88 | 128% |
| Returns for 3 years | 77.44 | 57.59 | 134% |
| Returns for 5 years | 98.84 | 54.20 | 182% |
| Returns for 10 years | 190.19 | 114.15 | 167% |
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