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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
Aug 23, 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: 17.3B vs. SWFCX (214M). 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 : 35.81 vs. TRTIX (27.90). TRTIX return over 5 years is better than : 103.68 vs. SWFCX (45.84).
| 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 | 25.028 | 17.552 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 500000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214M | 17.3B | 1% |
| Annual Yield % from dividends | 2.50 | 2.42 | 103% |
| Returns for 1 year | 35.81 | 27.90 | 128% |
| Returns for 3 years | 77.66 | 97.32 | 80% |
| Returns for 5 years | 45.84 | 103.68 | 44% |
| Returns for 10 years | 53.44 | 157.98 | 34% |
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