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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
Sep 12, 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 Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.25B vs. SIDVX (3.84B). TRWTX pays higher dividends than SIDVX: TRWTX (3.27) vs SIDVX (2.39). SIDVX was incepted earlier than TRWTX: SIDVX (20 years) vs TRWTX (34 years). SIDVX (1.11) is less costly to investors than TRWTX (0.74). 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 : 26.38 vs. TRWTX (19.05). SIDVX return over 5 years is better than : 81.98 vs. TRWTX (52.31).
| SIDVX | TRWTX | SIDVX / TRWTX | |
| Total Expense Ratio | 1.11 | 0.74 | 150% |
| Annual Report Gross Expense Ratio | 1.11 | 0.74 | 150% |
| Fund Existence | 20 years | 34 years | - |
| Gain YTD | 21.597 | 15.812 | 137% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.84B | 4.25B | 90% |
| Annual Yield % from dividends | 2.39 | 3.27 | 73% |
| Returns for 1 year | 26.38 | 19.05 | 139% |
| Returns for 3 years | 90.57 | 64.39 | 141% |
| Returns for 5 years | 81.98 | 52.31 | 157% |
| Returns for 10 years | 139.82 | 110.45 | 127% |
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