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SBIEX vs TRWTX
SBIEX vs TRWTX Comparison
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SBIEX vs TRWTX Comparison Chart in %
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SBIEX vs. TRWTX commentary
Sep 12, 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 SBIEX is a Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.25B vs. SBIEX (215M). SBIEX (3.34) and TRWTX (3.27) have matching dividends . SBIEX was incepted earlier than TRWTX: SBIEX (41 years) vs TRWTX (34 years). SBIEX (1.41) is less costly to investors than TRWTX (0.74). SBIEX is a more actively managed with annual turnover of: 20.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than SBIEX: TRWTX (0) vs SBIEX (1000). SBIEX annual gain was more profitable for investors over the last year : 21.96 vs. TRWTX (19.05). SBIEX return over 5 years is better than : 68.16 vs. TRWTX (52.31).
| SBIEX | TRWTX | SBIEX / TRWTX | |
| Total Expense Ratio | 1.25 | 0.74 | 169% |
| Annual Report Gross Expense Ratio | 1.41 | 0.74 | 191% |
| Fund Existence | 41 years | 34 years | - |
| Gain YTD | 14.003 | 15.812 | 89% |
| Front Load | 6% | 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 | 3.34 | 3.27 | 102% |
| Returns for 1 year | 21.96 | 19.05 | 115% |
| Returns for 3 years | 67.41 | 64.39 | 105% |
| Returns for 5 years | 68.16 | 52.31 | 130% |
| Returns for 10 years | 108.07 | 110.45 | 98% |
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