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SIDVX vs TRWTX
SIDVX vs TRWTX Comparison
Open Charts SIDVX vs TRWTX
SIDVX vs TRWTX Comparison Chart in %
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SIDVX vs. TRWTX commentary
Jun 24, 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 SIDVX is a Hold and TRWTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.31B vs. SIDVX (3.65B). TRWTX pays higher dividends than SIDVX: TRWTX (3.44) vs SIDVX (2.50). SIDVX was incepted earlier than TRWTX: SIDVX (20 years) vs TRWTX (34 years). SIDVX (1.11) is less costly to investors than TRWTX (0.76). SIDVX is a more actively managed with annual turnover of: 120.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than SIDVX: TRWTX (0) vs SIDVX (2000). SIDVX annual gain was more profitable for investors over the last year : 37.97 vs. TRWTX (23.48). SIDVX return over 5 years is better than : 76.96 vs. TRWTX (50.06).
| SIDVX | TRWTX | SIDVX / TRWTX | |
| Total Expense Ratio | 1.11 | 0.76 | 146% |
| Annual Report Gross Expense Ratio | 1.11 | 0.76 | 146% |
| Fund Existence | 20 years | 34 years | - |
| Gain YTD | 18.800 | 12.952 | 145% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.65B | 4.31B | 85% |
| Annual Yield % from dividends | 2.50 | 3.44 | 73% |
| Returns for 1 year | 37.97 | 23.48 | 162% |
| Returns for 3 years | 89.99 | 59.84 | 150% |
| Returns for 5 years | 76.96 | 50.06 | 154% |
| Returns for 10 years | 153.27 | 121.60 | 126% |
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