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SIDRX vs TRWTX
SIDRX vs TRWTX Comparison
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SIDRX vs TRWTX Comparison Chart in %
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SIDRX vs. TRWTX commentary
Jul 06, 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 SIDRX is a Hold and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.3B vs. SIDRX (3.57B). TRWTX pays higher dividends than SIDRX: TRWTX (3.43) vs SIDRX (2.79). SIDRX was incepted earlier than TRWTX: SIDRX (12 years) vs TRWTX (34 years). TRWTX (0.76) and SIDRX (0.75) have similar cost to investors . SIDRX is a more actively managed with annual turnover of: 120.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than SIDRX: TRWTX (0) vs SIDRX (5000000). SIDRX annual gain was more profitable for investors over the last year : 30.85 vs. TRWTX (18.84). SIDRX return over 5 years is better than : 74.85 vs. TRWTX (48.89).
| SIDRX | TRWTX | SIDRX / TRWTX | |
| Total Expense Ratio | 0.75 | 0.76 | 99% |
| Annual Report Gross Expense Ratio | 0.75 | 0.76 | 99% |
| Fund Existence | 12 years | 34 years | - |
| Gain YTD | 16.477 | 12.793 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.57B | 4.3B | 83% |
| Annual Yield % from dividends | 2.79 | 3.43 | 81% |
| Returns for 1 year | 30.85 | 18.84 | 164% |
| Returns for 3 years | 83.81 | 56.43 | 149% |
| Returns for 5 years | 74.85 | 48.89 | 153% |
| Returns for 10 years | 145.42 | 115.84 | 126% |
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