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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
Aug 03, 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 Hold and TRWTX is a Buy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.38B vs. SBIYX (217M). 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 : 30.16 vs. TRWTX (25.88). SBIYX return over 5 years is better than : 70.95 vs. TRWTX (54.20).
| 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 | 14.660 | 16.011 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 217M | 4.38B | 5% |
| Annual Yield % from dividends | 3.72 | 3.32 | 112% |
| Returns for 1 year | 30.16 | 25.88 | 117% |
| Returns for 3 years | 64.29 | 57.59 | 112% |
| Returns for 5 years | 70.95 | 54.20 | 131% |
| Returns for 10 years | 120.76 | 114.15 | 106% |
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