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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
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 SBICX is a Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.25B vs. SBICX (215M). SBICX pays higher dividends than TRWTX: SBICX (3.82) vs TRWTX (3.27). SBICX was incepted earlier than TRWTX: SBICX (34 years) vs TRWTX (34 years). SBICX (2.04) is less costly to investors than TRWTX (0.74). 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 : 21.09 vs. TRWTX (19.05). SBICX return over 5 years is better than : 62.72 vs. TRWTX (52.31).
| SBICX | TRWTX | SBICX / TRWTX | |
| Total Expense Ratio | 2.00 | 0.74 | 270% |
| Annual Report Gross Expense Ratio | 2.04 | 0.74 | 276% |
| Fund Existence | 34 years | 34 years | - |
| Gain YTD | 13.485 | 15.812 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 215M | 4.25B | 5% |
| Annual Yield % from dividends | 3.82 | 3.27 | 117% |
| Returns for 1 year | 21.09 | 19.05 | 111% |
| Returns for 3 years | 64.11 | 64.39 | 100% |
| Returns for 5 years | 62.72 | 52.31 | 120% |
| Returns for 10 years | 95.66 | 110.45 | 87% |
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