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SBIYX vs TRWTX
SBIYX vs TRWTX Comparison
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SBIYX vs TRWTX Comparison Chart in %
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SBIYX vs. TRWTX commentary
Aug 23, 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 SBIYX is a Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.41B vs. SBIYX (220M). SBIYX pays higher dividends than TRWTX: SBIYX (3.72) vs TRWTX (3.32). SBIYX was incepted earlier than TRWTX: SBIYX (20 years) vs TRWTX (34 years). SBIYX (1.02) is less costly to investors than TRWTX (0.76). SBIYX is a more actively managed with annual turnover of: 20.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than SBIYX: TRWTX (0) vs SBIYX (1000000). SBIYX annual gain was more profitable for investors over the last year : 26.84 vs. TRWTX (23.42). SBIYX return over 5 years is better than : 78.04 vs. TRWTX (58.53).
| SBIYX | TRWTX | SBIYX / TRWTX | |
| Total Expense Ratio | 0.90 | 0.76 | 118% |
| Annual Report Gross Expense Ratio | 1.02 | 0.76 | 134% |
| Fund Existence | 20 years | 34 years | - |
| Gain YTD | 16.829 | 18.554 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 220M | 4.41B | 5% |
| Annual Yield % from dividends | 3.72 | 3.32 | 112% |
| Returns for 1 year | 26.84 | 23.42 | 115% |
| Returns for 3 years | 75.46 | 69.32 | 109% |
| Returns for 5 years | 78.04 | 58.53 | 133% |
| Returns for 10 years | 114.86 | 111.88 | 103% |
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| ETFs / NAME | Price $ | Chg $ | Chg % |
| LNOK | 34.98 | 0.48 | +1.39% |
| Defiance Daily Target 2X Long NOK ETF | |||
| EMOP | 50.90 | 0.64 | +1.27% |
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| DKNX | 21.36 | N/A | N/A |
| Defiance Daily Target 2X Long Dkng ETF | |||
| RIET | 9.48 | -0.04 | -0.42% |
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| GBAB | 13.82 | -0.09 | -0.65% |
| Guggenheim Taxable Municipal | |||