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SIIEX vs TRWTX
SIIEX vs TRWTX Comparison
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SIIEX vs TRWTX Comparison Chart in %
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SIIEX vs. TRWTX commentary
Jul 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 SIIEX is a Buy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.31B vs. SIIEX (192M). TRWTX pays higher dividends than SIIEX: TRWTX (3.43) vs SIIEX (2.81). SIIEX was incepted earlier than TRWTX: SIIEX (19 years) vs TRWTX (34 years). SIIEX (1.28) is less costly to investors than TRWTX (0.76). SIIEX is a more actively managed with annual turnover of: 20.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than SIIEX: TRWTX (0) vs SIIEX (2500). SIIEX annual gain was more profitable for investors over the last year : 34.01 vs. TRWTX (18.12). TRWTX return over 5 years is better than : 51.31 vs. SIIEX (43.48).
| SIIEX | TRWTX | SIIEX / TRWTX | |
| Total Expense Ratio | 0.89 | 0.76 | 117% |
| Annual Report Gross Expense Ratio | 1.28 | 0.76 | 168% |
| Fund Existence | 19 years | 34 years | - |
| Gain YTD | 20.779 | 13.786 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 192M | 4.31B | 4% |
| Annual Yield % from dividends | 2.81 | 3.43 | 82% |
| Returns for 1 year | 34.01 | 18.12 | 188% |
| Returns for 3 years | 70.65 | 54.56 | 129% |
| Returns for 5 years | 43.48 | 51.31 | 85% |
| Returns for 10 years | 74.23 | 112.37 | 66% |
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