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SWFCX vs TRWTX
SWFCX vs TRWTX Comparison
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SWFCX vs TRWTX Comparison Chart in %
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SWFCX vs. TRWTX 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 TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.25B vs. SWFCX (214M). TRWTX pays higher dividends than SWFCX: TRWTX (3.27) vs SWFCX (2.41). SWFCX was incepted earlier than TRWTX: SWFCX (28 years) vs TRWTX (34 years). SWFCX (3.21) is less costly to investors than TRWTX (0.74). SWFCX is a more actively managed with annual turnover of: 39.00 vs. TRWTX (13.00). TRWTX has a lower initial minimum investment than SWFCX: TRWTX (0) vs SWFCX (2500). SWFCX annual gain was more profitable for investors over the last year : 30.50 vs. TRWTX (19.05). TRWTX return over 5 years is better than : 52.31 vs. SWFCX (41.05).
| SWFCX | TRWTX | SWFCX / TRWTX | |
| Total Expense Ratio | 1.85 | 0.74 | 250% |
| Annual Report Gross Expense Ratio | 3.21 | 0.74 | 434% |
| Fund Existence | 28 years | 34 years | - |
| Gain YTD | 24.140 | 15.812 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214M | 4.25B | 5% |
| Annual Yield % from dividends | 2.41 | 3.27 | 74% |
| Returns for 1 year | 30.50 | 19.05 | 160% |
| Returns for 3 years | 76.40 | 64.39 | 119% |
| Returns for 5 years | 41.05 | 52.31 | 78% |
| Returns for 10 years | 55.43 | 110.45 | 50% |
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