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SUIIX vs TRWTX
SUIIX vs TRWTX Comparison
Open Charts SUIIX vs TRWTX
SUIIX vs TRWTX Comparison Chart in %
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SUIIX 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 SUIIX is a StrongBuy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.25B vs. SUIIX (603M). TRWTX pays higher dividends than SUIIX: TRWTX (3.27) vs SUIIX (2.41). SUIIX was incepted earlier than TRWTX: SUIIX (26 years) vs TRWTX (34 years). SUIIX (0.88) is less costly to investors than TRWTX (0.74). SUIIX is a more actively managed with annual turnover of: 85.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than SUIIX: TRWTX (0) vs SUIIX (1000000). SUIIX annual gain was more profitable for investors over the last year : 25.45 vs. TRWTX (19.05). SUIIX return over 5 years is better than : 75.97 vs. TRWTX (52.31).
| SUIIX | TRWTX | SUIIX / TRWTX | |
| Total Expense Ratio | 0.88 | 0.74 | 119% |
| Annual Report Gross Expense Ratio | 0.88 | 0.74 | 119% |
| Fund Existence | 26 years | 34 years | - |
| Gain YTD | 14.698 | 15.812 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 603M | 4.25B | 14% |
| Annual Yield % from dividends | 2.41 | 3.27 | 73% |
| Returns for 1 year | 25.45 | 19.05 | 134% |
| Returns for 3 years | 83.64 | 64.39 | 130% |
| Returns for 5 years | 75.97 | 52.31 | 145% |
| Returns for 10 years | 163.97 | 110.45 | 148% |
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