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SWFCX vs TRTIX
SWFCX vs TRTIX Comparison
Open Charts SWFCX vs TRTIX
SWFCX vs TRTIX Comparison Chart in %
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SWFCX vs. TRTIX 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 TRTIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 16.8B vs. SWFCX (214M). SWFCX (2.41) and TRTIX (2.40) have matching dividends . SWFCX was incepted earlier than TRTIX: SWFCX (28 years) vs TRTIX (11 years). SWFCX (3.21) is less costly to investors than TRTIX (0.68). SWFCX is a more actively managed with annual turnover of: 39.00 vs. TRTIX (15.00). SWFCX has a lower initial minimum investment than TRTIX: SWFCX (2500) vs TRTIX (500000). SWFCX annual gain was more profitable for investors over the last year : 30.50 vs. TRTIX (23.05). TRTIX return over 5 years is better than : 95.37 vs. SWFCX (41.05).
| SWFCX | TRTIX | SWFCX / TRTIX | |
| Total Expense Ratio | 1.85 | 0.68 | 272% |
| Annual Report Gross Expense Ratio | 3.21 | 0.68 | 472% |
| Fund Existence | 28 years | 11 years | - |
| Gain YTD | 24.140 | 15.130 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 500000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214M | 16.8B | 1% |
| Annual Yield % from dividends | 2.41 | 2.40 | 100% |
| Returns for 1 year | 30.50 | 23.05 | 132% |
| Returns for 3 years | 76.40 | 90.39 | 85% |
| Returns for 5 years | 41.05 | 95.37 | 43% |
| Returns for 10 years | 55.43 | 156.45 | 35% |
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