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SUIAX vs TRWTX
SUIAX vs TRWTX Comparison
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SUIAX vs TRWTX Comparison Chart in %
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SUIAX vs. TRWTX commentary
Jun 04, 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 SUIAX is a Hold and TRWTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.32B vs. SUIAX (577M). TRWTX pays higher dividends than SUIAX: TRWTX (3.44) vs SUIAX (2.27). SUIAX was incepted earlier than TRWTX: SUIAX (27 years) vs TRWTX (33 years). SUIAX (1.20) is less costly to investors than TRWTX (0.76). SUIAX is a more actively managed with annual turnover of: 85.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than SUIAX: TRWTX (0) vs SUIAX (1000). SUIAX annual gain was more profitable for investors over the last year : 30.85 vs. TRWTX (20.68). SUIAX return over 5 years is better than : 60.94 vs. TRWTX (46.23).
| SUIAX | TRWTX | SUIAX / TRWTX | |
| Total Expense Ratio | 1.13 | 0.76 | 149% |
| Annual Report Gross Expense Ratio | 1.20 | 0.76 | 158% |
| Fund Existence | 27 years | 33 years | - |
| Gain YTD | 9.021 | 11.998 | 75% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 577M | 4.32B | 13% |
| Annual Yield % from dividends | 2.27 | 3.44 | 66% |
| Returns for 1 year | 30.85 | 20.68 | 149% |
| Returns for 3 years | 77.27 | 57.37 | 135% |
| Returns for 5 years | 60.94 | 46.23 | 132% |
| Returns for 10 years | 144.91 | 104.63 | 139% |
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