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SBIYX vs TRWTX
SBIYX vs TRWTX Comparison
Open Charts SBIYX vs TRWTX
SBIYX vs TRWTX Comparison Chart in %
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SBIYX vs. TRWTX commentary
Jun 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.36B vs. SBIYX (216M). SBIYX pays higher dividends than TRWTX: SBIYX (3.92) vs TRWTX (3.44). SBIYX was incepted earlier than TRWTX: SBIYX (19 years) vs TRWTX (33 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 : 30.22 vs. TRWTX (20.68). SBIYX return over 5 years is better than : 59.43 vs. TRWTX (46.23).
| SBIYX | TRWTX | SBIYX / TRWTX | |
| Total Expense Ratio | 0.90 | 0.76 | 118% |
| Annual Report Gross Expense Ratio | 1.02 | 0.76 | 134% |
| Fund Existence | 19 years | 33 years | - |
| Gain YTD | 13.388 | 11.998 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 216M | 4.36B | 5% |
| Annual Yield % from dividends | 3.92 | 3.44 | 114% |
| Returns for 1 year | 30.22 | 20.68 | 146% |
| Returns for 3 years | 71.50 | 57.37 | 125% |
| Returns for 5 years | 59.43 | 46.23 | 129% |
| Returns for 10 years | 116.89 | 104.63 | 112% |
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