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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
Jul 14, 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: 4.32B vs. SBICX (214M). SBICX pays higher dividends than TRWTX: SBICX (3.89) vs TRWTX (3.43). 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 : 26.15 vs. TRWTX (20.47). SBICX return over 5 years is better than : 58.89 vs. TRWTX (49.42).
| 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 | 12.156 | 13.508 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214M | 4.32B | 5% |
| Annual Yield % from dividends | 3.89 | 3.43 | 113% |
| Returns for 1 year | 26.15 | 20.47 | 128% |
| Returns for 3 years | 57.72 | 53.74 | 107% |
| Returns for 5 years | 58.89 | 49.42 | 119% |
| Returns for 10 years | 99.18 | 112.38 | 88% |
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