Interact to see
Advertisement
Advertisement
SWFCX vs TRTIX
SWFCX vs TRTIX Comparison
Open Charts SWFCX vs TRTIX
SWFCX vs TRTIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SWFCX vs. TRTIX commentary
Aug 03, 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 Buy and TRTIX is a Buy.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 17B vs. SWFCX (193M). SWFCX (2.50) and TRTIX (2.42) 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: 20.00 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 : 37.50 vs. TRTIX (32.61). TRTIX return over 5 years is better than : 101.12 vs. SWFCX (37.81).
| 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 | 20.588 | 15.852 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 500000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 193M | 17B | 1% |
| Annual Yield % from dividends | 2.50 | 2.42 | 103% |
| Returns for 1 year | 37.50 | 32.61 | 115% |
| Returns for 3 years | 64.84 | 86.76 | 75% |
| Returns for 5 years | 37.81 | 101.12 | 37% |
| Returns for 10 years | 52.32 | 162.59 | 32% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| UDPSX | 86.11 | 0.88 | +1.03% |
| ProFunds Ultra Dow 30 Svc | |||
| KCISX | 17.48 | 0.06 | +0.34% |
| Knights of Columbus International Eq S | |||
| FFCMX | 22.96 | 0.04 | +0.17% |
| Fidelity Advisor Asset Manager 50% C | |||
| ARMIX | 21.11 | 0.01 | +0.05% |
| ARGA Emerging Markets Value Instl | |||
| GIRNX | 35.13 | -0.20 | -0.57% |
| Goldman Sachs International Eq ESG Inv | |||