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SBICX vs TRWTX
SBICX vs TRWTX Comparison
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SBICX vs TRWTX Comparison Chart in %
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SBICX 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 SBICX is a Hold and TRWTX is a Buy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.38B vs. SBICX (217M). SBICX pays higher dividends than TRWTX: SBICX (3.85) vs TRWTX (3.32). SBICX was incepted earlier than TRWTX: SBICX (34 years) vs TRWTX (34 years). SBICX (2.04) is less costly to investors than TRWTX (0.76). SBICX is a more actively managed with annual turnover of: 20.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than SBICX: TRWTX (0) vs SBICX (1000). SBICX annual gain was more profitable for investors over the last year : 28.84 vs. TRWTX (25.88). SBICX return over 5 years is better than : 62.33 vs. TRWTX (54.20).
| SBICX | TRWTX | SBICX / TRWTX | |
| Total Expense Ratio | 2.00 | 0.76 | 263% |
| Annual Report Gross Expense Ratio | 2.04 | 0.76 | 268% |
| Fund Existence | 34 years | 34 years | - |
| Gain YTD | 13.960 | 16.011 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 217M | 4.38B | 5% |
| Annual Yield % from dividends | 3.85 | 3.32 | 116% |
| Returns for 1 year | 28.84 | 25.88 | 111% |
| Returns for 3 years | 59.49 | 57.59 | 103% |
| Returns for 5 years | 62.33 | 54.20 | 115% |
| Returns for 10 years | 101.86 | 114.15 | 89% |
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