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SUIRX vs TRWTX
SUIRX vs TRWTX Comparison
Open Charts SUIRX vs TRWTX
SUIRX vs TRWTX Comparison Chart in %
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SUIRX vs. TRWTX commentary
Sep 12, 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 SUIRX is a StrongBuy and TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.25B vs. SUIRX (603M). TRWTX (3.27) and SUIRX (3.13) have matching dividends . SUIRX was incepted earlier than TRWTX: SUIRX (12 years) vs TRWTX (34 years). SUIRX (0.79) is less costly to investors than TRWTX (0.74). SUIRX is a more actively managed with annual turnover of: 85.00 vs. TRWTX (13.00). SUIRX annual gain was more profitable for investors over the last year : 25.62 vs. TRWTX (19.05). SUIRX return over 5 years is better than : 76.81 vs. TRWTX (52.31).
| SUIRX | TRWTX | SUIRX / TRWTX | |
| Total Expense Ratio | 0.79 | 0.74 | 107% |
| Annual Report Gross Expense Ratio | 0.79 | 0.74 | 107% |
| Fund Existence | 12 years | 34 years | - |
| Gain YTD | 14.799 | 15.812 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | N/A | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 603M | 4.25B | 14% |
| Annual Yield % from dividends | 3.13 | 3.27 | 96% |
| Returns for 1 year | 25.62 | 19.05 | 135% |
| Returns for 3 years | 84.15 | 64.39 | 131% |
| Returns for 5 years | 76.81 | 52.31 | 147% |
| Returns for 10 years | 166.43 | 110.45 | 151% |
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