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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
Jun 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.32B vs. SUIRX (577M). TRWTX (3.44) and SUIRX (3.32) have matching dividends . SUIRX was incepted earlier than TRWTX: SUIRX (12 years) vs TRWTX (33 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 : 31.37 vs. TRWTX (20.68). SUIRX return over 5 years is better than : 64.32 vs. TRWTX (46.23).
| 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 | 33 years | - |
| Gain YTD | 9.204 | 11.998 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | N/A | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 577M | 4.32B | 13% |
| Annual Yield % from dividends | 3.32 | 3.44 | 97% |
| Returns for 1 year | 31.37 | 20.68 | 152% |
| Returns for 3 years | 79.46 | 57.37 | 138% |
| Returns for 5 years | 64.32 | 46.23 | 139% |
| Returns for 10 years | 155.03 | 104.63 | 148% |
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