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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 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 SBICX is a Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.41B vs. SBICX (220M). 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 : 25.53 vs. TRWTX (23.42). SBICX return over 5 years is better than : 69.19 vs. TRWTX (58.53).
| 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 | 16.049 | 18.554 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 220M | 4.41B | 5% |
| Annual Yield % from dividends | 3.85 | 3.32 | 116% |
| Returns for 1 year | 25.53 | 23.42 | 109% |
| Returns for 3 years | 70.12 | 69.32 | 101% |
| Returns for 5 years | 69.19 | 58.53 | 118% |
| Returns for 10 years | 96.59 | 111.88 | 86% |
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