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SSIQX vs TRWTX
SSIQX vs TRWTX Comparison
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SSIQX vs TRWTX Comparison Chart in %
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SSIQX vs. TRWTX commentary
Jul 14, 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 SSIQX is a Hold and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.32B vs. SSIQX (188M). SSIQX pays higher dividends than TRWTX: SSIQX (6.08) vs TRWTX (3.43). SSIQX was incepted earlier than TRWTX: SSIQX (12 years) vs TRWTX (34 years). SSIQX (0.99) is less costly to investors than TRWTX (0.76). SSIQX is a more actively managed with annual turnover of: 131.00 vs. TRWTX (13.00). SSIQX (0) and TRWTX (0) have matching initial minimum investment requirements. SSIQX annual gain was more profitable for investors over the last year : 26.88 vs. TRWTX (20.47). SSIQX return over 5 years is better than : 72.33 vs. TRWTX (49.42).
| SSIQX | TRWTX | SSIQX / TRWTX | |
| Total Expense Ratio | 0.75 | 0.76 | 99% |
| Annual Report Gross Expense Ratio | 0.99 | 0.76 | 130% |
| Fund Existence | 12 years | 34 years | - |
| Gain YTD | 11.352 | 13.508 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 188M | 4.32B | 4% |
| Annual Yield % from dividends | 6.08 | 3.43 | 177% |
| Returns for 1 year | 26.88 | 20.47 | 131% |
| Returns for 3 years | 75.54 | 53.74 | 141% |
| Returns for 5 years | 72.33 | 49.42 | 146% |
| Returns for 10 years | 145.95 | 112.38 | 130% |