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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
Jun 03, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.32B vs. SUIIX (577M). TRWTX pays higher dividends than SUIIX: TRWTX (3.44) vs SUIIX (2.55). SUIIX was incepted earlier than TRWTX: SUIIX (25 years) vs TRWTX (33 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 : 31.26 vs. TRWTX (20.68). SUIIX return over 5 years is better than : 63.58 vs. TRWTX (46.23).
| SUIIX | TRWTX | SUIIX / TRWTX | |
| Total Expense Ratio | 0.88 | 0.76 | 116% |
| Annual Report Gross Expense Ratio | 0.88 | 0.76 | 116% |
| Fund Existence | 25 years | 33 years | - |
| Gain YTD | 9.173 | 11.998 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 577M | 4.32B | 13% |
| Annual Yield % from dividends | 2.55 | 3.44 | 74% |
| Returns for 1 year | 31.26 | 20.68 | 151% |
| Returns for 3 years | 79.02 | 57.37 | 138% |
| Returns for 5 years | 63.58 | 46.23 | 138% |
| Returns for 10 years | 152.82 | 104.63 | 146% |
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