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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
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 TRWTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
TRWTX has more cash in the bank: 4.31B vs. SWFCX (191M). TRWTX pays higher dividends than SWFCX: TRWTX (3.44) 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 : 44.94 vs. TRWTX (23.48). TRWTX return over 5 years is better than : 50.06 vs. SWFCX (38.08).
| 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 | 23.141 | 12.952 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 191M | 4.31B | 4% |
| Annual Yield % from dividends | 2.50 | 3.44 | 73% |
| Returns for 1 year | 44.94 | 23.48 | 191% |
| Returns for 3 years | 73.08 | 59.84 | 122% |
| Returns for 5 years | 38.08 | 50.06 | 76% |
| Returns for 10 years | 66.33 | 121.60 | 55% |
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