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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
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 SSIQX is a Hold and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.25B vs. SSIQX (192M). SSIQX pays higher dividends than TRWTX: SSIQX (5.78) vs TRWTX (3.27). SSIQX was incepted earlier than TRWTX: SSIQX (12 years) vs TRWTX (34 years). SSIQX (0.99) is less costly to investors than TRWTX (0.74). 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 : 21.11 vs. TRWTX (19.05). SSIQX return over 5 years is better than : 74.46 vs. TRWTX (52.31).
| SSIQX | TRWTX | SSIQX / TRWTX | |
| Total Expense Ratio | 0.75 | 0.74 | 101% |
| Annual Report Gross Expense Ratio | 0.99 | 0.74 | 134% |
| Fund Existence | 12 years | 34 years | - |
| Gain YTD | 14.646 | 15.812 | 93% |
| 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 | 5.78 | 3.27 | 176% |
| Returns for 1 year | 21.11 | 19.05 | 111% |
| Returns for 3 years | 85.25 | 64.39 | 132% |
| Returns for 5 years | 74.46 | 52.31 | 142% |
| Returns for 10 years | 151.75 | 110.45 | 137% |
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