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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
Aug 03, 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 Buy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.38B vs. SSIPX (190M). SSIPX pays higher dividends than TRWTX: SSIPX (5.86) vs TRWTX (3.32). SSIPX was incepted earlier than TRWTX: SSIPX (12 years) vs TRWTX (34 years). SSIPX (1.19) is less costly to investors than TRWTX (0.76). 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 : 30.45 vs. TRWTX (25.88). SSIPX return over 5 years is better than : 76.20 vs. TRWTX (54.20).
| SSIPX | TRWTX | SSIPX / TRWTX | |
| Total Expense Ratio | 0.95 | 0.76 | 125% |
| Annual Report Gross Expense Ratio | 1.19 | 0.76 | 157% |
| Fund Existence | 12 years | 34 years | - |
| Gain YTD | 13.665 | 16.011 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 190M | 4.38B | 4% |
| Annual Yield % from dividends | 5.86 | 3.32 | 176% |
| Returns for 1 year | 30.45 | 25.88 | 118% |
| Returns for 3 years | 78.13 | 57.59 | 136% |
| Returns for 5 years | 76.20 | 54.20 | 141% |
| Returns for 10 years | 147.01 | 114.15 | 129% |
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