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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
Sep 13, 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 Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.25B vs. SAHMX (640M). TRWTX pays higher dividends than SAHMX: TRWTX (3.27) vs SAHMX (2.51). SAHMX was incepted earlier than TRWTX: SAHMX (27 years) vs TRWTX (34 years). SAHMX (0.91) is less costly to investors than TRWTX (0.74). 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 : 25.24 vs. TRWTX (19.05). SAHMX return over 5 years is better than : 98.54 vs. TRWTX (52.31).
| SAHMX | TRWTX | SAHMX / TRWTX | |
| Total Expense Ratio | 0.91 | 0.74 | 123% |
| Annual Report Gross Expense Ratio | 0.91 | 0.74 | 123% |
| Fund Existence | 27 years | 34 years | - |
| Gain YTD | 17.782 | 15.812 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 640M | 4.25B | 15% |
| Annual Yield % from dividends | 2.51 | 3.27 | 77% |
| Returns for 1 year | 25.24 | 19.05 | 133% |
| Returns for 3 years | 82.81 | 64.39 | 129% |
| Returns for 5 years | 98.54 | 52.31 | 188% |
| Returns for 10 years | 184.91 | 110.45 | 167% |
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