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SWFCX vs TROZX
SWFCX vs TROZX Comparison
Open Charts SWFCX vs TROZX
SWFCX vs TROZX Comparison Chart in %
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SWFCX vs. TROZX commentary
Sep 13, 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 SWFCX is a Hold and TROZX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TROZX has more cash in the bank: 16.8B vs. SWFCX (214M). TROZX pays higher dividends than SWFCX: TROZX (2.81) vs SWFCX (2.41). SWFCX was incepted earlier than TROZX: SWFCX (28 years) vs TROZX (6 years). SWFCX (3.21) is less costly to investors than TROZX (0.65). SWFCX is a more actively managed with annual turnover of: 39.00 vs. TROZX (15.00). TROZX has a lower initial minimum investment than SWFCX: TROZX (0) vs SWFCX (2500). SWFCX annual gain was more profitable for investors over the last year : 30.50 vs. TROZX (23.83). TROZX return over 5 years is better than : 102.06 vs. SWFCX (41.05).
| SWFCX | TROZX | SWFCX / TROZX | |
| Total Expense Ratio | 1.85 | 0.00 | - |
| Annual Report Gross Expense Ratio | 3.21 | 0.65 | 494% |
| Fund Existence | 28 years | 6 years | - |
| Gain YTD | 24.140 | 15.665 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214M | 16.8B | 1% |
| Annual Yield % from dividends | 2.41 | 2.81 | 86% |
| Returns for 1 year | 30.50 | 23.83 | 128% |
| Returns for 3 years | 76.40 | 94.25 | 81% |
| Returns for 5 years | 41.05 | 102.06 | 40% |
| Returns for 10 years | 55.43 | N/A | - |
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