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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
Jun 25, 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 Hold and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.31B vs. SIIEX (191M). TRWTX pays higher dividends than SIIEX: TRWTX (3.44) vs SIIEX (2.83). 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 : 47.78 vs. TRWTX (22.66). TRWTX return over 5 years is better than : 48.71 vs. SIIEX (45.76).
| 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 | 24.823 | 12.714 | 195% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 191M | 4.31B | 4% |
| Annual Yield % from dividends | 2.83 | 3.44 | 82% |
| Returns for 1 year | 47.78 | 22.66 | 211% |
| Returns for 3 years | 81.67 | 59.51 | 137% |
| Returns for 5 years | 45.76 | 48.71 | 94% |
| Returns for 10 years | 91.31 | 121.13 | 75% |
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