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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
Jun 24, 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 Hold.
FUNDAMENTALS
Fundamentals
TRTIX has more cash in the bank: 16.9B vs. SWFCX (191M). TRTIX (2.52) and SWFCX (2.50) 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 : 44.94 vs. TRTIX (31.98). TRTIX return over 5 years is better than : 90.82 vs. SWFCX (38.08).
| 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 | 23.141 | 11.815 | 196% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 500000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 191M | 16.9B | 1% |
| Annual Yield % from dividends | 2.50 | 2.52 | 99% |
| Returns for 1 year | 44.94 | 31.98 | 141% |
| Returns for 3 years | 73.08 | 89.30 | 82% |
| Returns for 5 years | 38.08 | 90.82 | 42% |
| Returns for 10 years | 66.33 | 169.91 | 39% |
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