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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
Sep 05, 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 StrongBuy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.36B vs. SUIAX (619M). TRWTX pays higher dividends than SUIAX: TRWTX (3.27) vs SUIAX (2.15). SUIAX was incepted earlier than TRWTX: SUIAX (27 years) vs TRWTX (34 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 : 31.20 vs. TRWTX (24.73). SUIAX return over 5 years is better than : 75.02 vs. TRWTX (53.69).
| 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 | 34 years | - |
| Gain YTD | 17.417 | 18.673 | 93% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 619M | 4.36B | 14% |
| Annual Yield % from dividends | 2.15 | 3.27 | 66% |
| Returns for 1 year | 31.20 | 24.73 | 126% |
| Returns for 3 years | 87.19 | 68.28 | 128% |
| Returns for 5 years | 75.02 | 53.69 | 140% |
| Returns for 10 years | 156.60 | 108.04 | 145% |
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