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SUIRX vs TRWTX
SUIRX vs TRWTX Comparison
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SUIRX vs TRWTX Comparison Chart in %
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SUIRX vs. TRWTX commentary
Jul 14, 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: 4.32B vs. SUIRX (581M). TRWTX (3.43) and SUIRX (3.35) 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 : 30.22 vs. TRWTX (20.47). SUIRX return over 5 years is better than : 68.71 vs. TRWTX (49.42).
| 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 | 10.408 | 13.508 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | N/A | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 581M | 4.32B | 13% |
| Annual Yield % from dividends | 3.35 | 3.43 | 98% |
| Returns for 1 year | 30.22 | 20.47 | 148% |
| Returns for 3 years | 73.35 | 53.74 | 136% |
| Returns for 5 years | 68.71 | 49.42 | 139% |
| Returns for 10 years | 159.99 | 112.38 | 142% |