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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
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 SWFCX is a Hold and TROZX is a Buy.
FUNDAMENTALS
Fundamentals
TROZX has more cash in the bank: 17B vs. SWFCX (192M). TROZX pays higher dividends than SWFCX: TROZX (2.95) vs SWFCX (2.49). 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: 20.00 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 : 37.58 vs. TROZX (29.33). TROZX return over 5 years is better than : 100.86 vs. SWFCX (35.01).
| 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 | 20.810 | 13.336 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 192M | 17B | 1% |
| Annual Yield % from dividends | 2.49 | 2.95 | 84% |
| Returns for 1 year | 37.58 | 29.33 | 128% |
| Returns for 3 years | 64.22 | 87.69 | 73% |
| Returns for 5 years | 35.01 | 100.86 | 35% |
| Returns for 10 years | 56.28 | N/A | - |
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