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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
Jul 09, 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 Hold and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.31B vs. SUIIX (583M). TRWTX pays higher dividends than SUIIX: TRWTX (3.43) vs SUIIX (2.57). SUIIX was incepted earlier than TRWTX: SUIIX (26 years) vs TRWTX (34 years). SUIIX (0.88) is less costly to investors than TRWTX (0.76). 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 : 31.48 vs. TRWTX (20.07). SUIIX return over 5 years is better than : 68.79 vs. TRWTX (49.11).
| SUIIX | TRWTX | SUIIX / TRWTX | |
| Total Expense Ratio | 0.88 | 0.76 | 116% |
| Annual Report Gross Expense Ratio | 0.88 | 0.76 | 116% |
| Fund Existence | 26 years | 34 years | - |
| Gain YTD | 10.782 | 13.270 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 583M | 4.31B | 14% |
| Annual Yield % from dividends | 2.57 | 3.43 | 75% |
| Returns for 1 year | 31.48 | 20.07 | 157% |
| Returns for 3 years | 80.54 | 60.37 | 133% |
| Returns for 5 years | 68.79 | 49.11 | 140% |
| Returns for 10 years | 169.32 | 119.38 | 142% |
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