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SSIPX vs TRWTX
SSIPX vs TRWTX Comparison
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SSIPX vs TRWTX Comparison Chart in %
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SSIPX vs. TRWTX commentary
Sep 13, 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 SSIPX is a Hold and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.25B vs. SSIPX (192M). SSIPX pays higher dividends than TRWTX: SSIPX (5.75) vs TRWTX (3.27). SSIPX was incepted earlier than TRWTX: SSIPX (12 years) vs TRWTX (34 years). SSIPX (1.19) is less costly to investors than TRWTX (0.74). SSIPX is a more actively managed with annual turnover of: 131.00 vs. TRWTX (13.00). SSIPX (0) and TRWTX (0) have matching initial minimum investment requirements. SSIPX annual gain was more profitable for investors over the last year : 21.08 vs. TRWTX (19.05). SSIPX return over 5 years is better than : 73.76 vs. TRWTX (52.31).
| SSIPX | TRWTX | SSIPX / TRWTX | |
| Total Expense Ratio | 0.95 | 0.74 | 128% |
| Annual Report Gross Expense Ratio | 1.19 | 0.74 | 161% |
| Fund Existence | 12 years | 34 years | - |
| Gain YTD | 14.576 | 15.812 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 192M | 4.25B | 5% |
| Annual Yield % from dividends | 5.75 | 3.27 | 176% |
| Returns for 1 year | 21.08 | 19.05 | 111% |
| Returns for 3 years | 84.74 | 64.39 | 132% |
| Returns for 5 years | 73.76 | 52.31 | 141% |
| Returns for 10 years | 149.83 | 110.45 | 136% |
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