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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
Aug 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 SUIRX is a Hold and TRWTX is a Buy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.38B vs. SUIRX (606M). TRWTX (3.32) and SUIRX (3.17) have matching dividends . SUIRX was incepted earlier than TRWTX: SUIRX (12 years) vs TRWTX (34 years). SUIRX (0.79) and TRWTX (0.76) have similar cost to investors . 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 : 36.69 vs. TRWTX (25.88). SUIRX return over 5 years is better than : 78.04 vs. TRWTX (54.20).
| SUIRX | TRWTX | SUIRX / TRWTX | |
| Total Expense Ratio | 0.79 | 0.76 | 104% |
| Annual Report Gross Expense Ratio | 0.79 | 0.76 | 104% |
| Fund Existence | 12 years | 34 years | - |
| Gain YTD | 15.175 | 16.011 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | N/A | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 606M | 4.38B | 14% |
| Annual Yield % from dividends | 3.17 | 3.32 | 95% |
| Returns for 1 year | 36.69 | 25.88 | 142% |
| Returns for 3 years | 79.61 | 57.59 | 138% |
| Returns for 5 years | 78.04 | 54.20 | 144% |
| Returns for 10 years | 173.56 | 114.15 | 152% |
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