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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
Jun 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.36B vs. SBICX (216M). SBICX pays higher dividends than TRWTX: SBICX (4.09) vs TRWTX (3.44). SBICX was incepted earlier than TRWTX: SBICX (33 years) vs TRWTX (33 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 : 28.88 vs. TRWTX (20.68). SBICX return over 5 years is better than : 51.55 vs. TRWTX (46.23).
| SBICX | TRWTX | SBICX / TRWTX | |
| Total Expense Ratio | 2.00 | 0.76 | 263% |
| Annual Report Gross Expense Ratio | 2.04 | 0.76 | 268% |
| Fund Existence | 33 years | 33 years | - |
| Gain YTD | 12.915 | 11.998 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 216M | 4.36B | 5% |
| Annual Yield % from dividends | 4.09 | 3.44 | 119% |
| Returns for 1 year | 28.88 | 20.68 | 140% |
| Returns for 3 years | 66.36 | 57.37 | 116% |
| Returns for 5 years | 51.55 | 46.23 | 112% |
| Returns for 10 years | 98.45 | 104.63 | 94% |
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