Interact to see
Advertisement
Advertisement
SWFCX vs TRWTX
SWFCX vs TRWTX Comparison
Open Charts SWFCX vs TRWTX
SWFCX vs TRWTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SWFCX vs. TRWTX 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 TRWTX is a Hold.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.41B vs. SWFCX (214M). TRWTX pays higher dividends than SWFCX: TRWTX (3.32) vs SWFCX (2.50). SWFCX was incepted earlier than TRWTX: SWFCX (28 years) vs TRWTX (34 years). SWFCX (3.21) is less costly to investors than TRWTX (0.76). SWFCX is a more actively managed with annual turnover of: 20.00 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 : 35.81 vs. TRWTX (23.42). TRWTX return over 5 years is better than : 58.53 vs. SWFCX (45.84).
| SWFCX | TRWTX | SWFCX / TRWTX | |
| Total Expense Ratio | 1.85 | 0.76 | 243% |
| Annual Report Gross Expense Ratio | 3.21 | 0.76 | 422% |
| Fund Existence | 28 years | 34 years | - |
| Gain YTD | 25.028 | 18.554 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214M | 4.41B | 5% |
| Annual Yield % from dividends | 2.50 | 3.32 | 75% |
| Returns for 1 year | 35.81 | 23.42 | 153% |
| Returns for 3 years | 77.66 | 69.32 | 112% |
| Returns for 5 years | 45.84 | 58.53 | 78% |
| Returns for 10 years | 53.44 | 111.88 | 48% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers