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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
Jun 16, 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 Hold and TRWTX is a Buy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.3B vs. SBIEX (213M). SBIEX (3.56) and TRWTX (3.44) have matching dividends . SBIEX was incepted earlier than TRWTX: SBIEX (40 years) vs TRWTX (34 years). SBIEX (1.41) is less costly to investors than TRWTX (0.76). 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 : 28.93 vs. TRWTX (20.92). SBIEX return over 5 years is better than : 56.64 vs. TRWTX (46.25).
| SBIEX | TRWTX | SBIEX / TRWTX | |
| Total Expense Ratio | 1.25 | 0.76 | 164% |
| Annual Report Gross Expense Ratio | 1.41 | 0.76 | 186% |
| Fund Existence | 40 years | 34 years | - |
| Gain YTD | 11.877 | 12.316 | 96% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 213M | 4.3B | 5% |
| Annual Yield % from dividends | 3.56 | 3.44 | 104% |
| Returns for 1 year | 28.93 | 20.92 | 138% |
| Returns for 3 years | 61.46 | 53.32 | 115% |
| Returns for 5 years | 56.64 | 46.25 | 122% |
| Returns for 10 years | 115.68 | 114.52 | 101% |
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